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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 | $14,404 | $43,075-66.6% | $74,577-80.7% | $62,881-77.1% |
| Participation rate | 32.0% | 58.1%-26.1pp | 68.1%-36.1pp | 69.3%-37.3pp |
| Annual return | 20.51% | 17.50%+3.0pp | 20.47%0pp | 20.14%+0.4pp |
| Employer contribution / active EE | $735 | $1,498-51.0% | $2,525-70.9% | $2,281-67.8% |
| Participant deferral / active EE | $2,382 | $2,389-0.3% | $3,458-31.1% | $3,203-25.6% |
| Admin fee / account holder | $165 | $2,840-94.2% | $4,138-96.0% | $4,296-96.2% |