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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 | $50,857 | $37,436+35.8% | $77,513-34.4% | $79,858-36.3% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 18.64% | 39.75%-21.1pp | 54.81%-36.2pp | 31.72%-13.1pp |
| Employer contribution / active EE | $407 | $637-36.2% | $987-58.8% | $2,471-83.5% |
| Participant deferral / active EE | $1,120 | $1,261-11.1% | $1,861-39.8% | $3,740-70.0% |
| Admin fee / account holder | $30 | $2,505-98.8% | $2,859-99.0% | $5,306-99.4% |