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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 | $56,446 | $37,446+50.7% | $77,552-27.2% | $79,856-29.3% |
| Participation rate | 6.8% | 41.5%-34.7pp | 54.2%-47.4pp | 69.6%-62.8pp |
| Annual return | 19.41% | 39.76%-20.3pp | 54.82%-35.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $187 | $637-70.7% | $987-81.1% | $2,471-92.4% |
| Participant deferral / active EE | $704 | $1,261-44.2% | $1,861-62.2% | $3,741-81.2% |
| Admin fee / account holder | $20 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |