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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 | $25,266 | $37,446-32.5% | $77,552-67.4% | $79,856-68.4% |
| Participation rate | 28.9% | 41.5%-12.6pp | 54.2%-25.2pp | 69.6%-40.7pp |
| Annual return | 19.66% | 39.76%-20.1pp | 54.82%-35.2pp | 31.71%-12.0pp |
| Employer contribution / active EE | $505 | $637-20.7% | $987-48.8% | $2,471-79.6% |
| Participant deferral / active EE | $1,260 | $1,261-0.1% | $1,861-32.3% | $3,741-66.3% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |