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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,934 | $37,436-49.4% | $77,513-75.6% | $79,858-76.3% |
| Participation rate | 20.7% | 41.5%-20.8pp | 54.2%-33.5pp | 69.6%-48.9pp |
| Annual return | 27.94% | 39.75%-11.8pp | 54.81%-26.9pp | 31.72%-3.8pp |
| Employer contribution / active EE | $402 | $637-36.8% | $987-59.2% | $2,471-83.7% |
| Participant deferral / active EE | $830 | $1,261-34.1% | $1,861-55.4% | $3,740-77.8% |
| Admin fee / account holder | $0 | $2,505-100.0% | $2,859-100.0% | $5,306-100.0% |