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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 | $14,010 | $37,446-62.6% | $77,513-81.9% | $79,852-82.5% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 20.38% | 39.76%-19.4pp | 54.81%-34.4pp | 31.72%-11.3pp |
| Employer contribution / active EE | $370 | $637-41.9% | $987-62.5% | $2,471-85.0% |
| Participant deferral / active EE | $993 | $1,261-21.3% | $1,861-46.7% | $3,740-73.5% |
| Admin fee / account holder | $285 | $2,506-88.6% | $2,859-90.0% | $5,306-94.6% |