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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 | $29,362 | $35,183-16.5% | $73,550-60.1% | $70,126-58.1% |
| Participation rate | 34.9% | 42.9%-8.0pp | 54.9%-20.0pp | 69.5%-34.6pp |
| Annual return | 27.74% | 26.90%+0.8pp | -15.16%+42.9pp | 73.15%-45.4pp |
| Employer contribution / active EE | $569 | $709-19.7% | $1,219-53.3% | $2,343-75.7% |
| Participant deferral / active EE | $1,900 | $1,220+55.7% | $1,804+5.3% | $3,332-43.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |