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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 | $13,759 | $37,436-63.2% | $77,513-82.2% | $79,858-82.8% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.6%-37.3pp |
| Annual return | 22.40% | 39.75%-17.4pp | 54.81%-32.4pp | 31.72%-9.3pp |
| Employer contribution / active EE | $419 | $637-34.2% | $987-57.5% | $2,471-83.0% |
| Participant deferral / active EE | $761 | $1,261-39.6% | $1,861-59.1% | $3,740-79.6% |
| Admin fee / account holder | $0 | $2,505-100.0% | $2,859-100.0% | $5,306-100.0% |