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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 | $29,534 | $32,037-7.8% | $69,182-57.3% | $62,881-53.0% |
| Participation rate | 18.6% | 43.4%-24.8pp | 55.1%-36.5pp | 69.3%-50.7pp |
| Annual return | 33.08% | 15.16%+17.9pp | -21.93%+55.0pp | 20.14%+12.9pp |
| Employer contribution / active EE | $356 | $679-47.6% | $1,206-70.5% | $2,281-84.4% |
| Participant deferral / active EE | $1,364 | $1,185+15.1% | $1,897-28.1% | $3,203-57.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |