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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 | $29,725 | $36,948-19.5% | $73,658-59.6% | $87,485-66.0% |
| Participation rate | 17.9% | 46.8%-28.9pp | 57.0%-39.1pp | 68.9%-51.0pp |
| Annual return | 22.13% | 28.64%-6.5pp | 29.72%-7.6pp | 26.06%-3.9pp |
| Employer contribution / active EE | $491 | $670-26.8% | $1,032-52.5% | $2,596-81.1% |
| Participant deferral / active EE | $912 | $1,379-33.8% | $2,062-55.7% | $4,274-78.6% |
| Admin fee / account holder | $214 | $2,531-91.6% | $3,357-93.6% | $7,775-97.3% |