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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 | $16,932 | $36,948-54.2% | $73,658-77.0% | $87,485-80.6% |
| Participation rate | 25.0% | 46.8%-21.8pp | 57.0%-32.0pp | 68.9%-43.9pp |
| Annual return | 19.20% | 28.64%-9.4pp | 29.72%-10.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $259 | $670-61.3% | $1,032-74.9% | $2,596-90.0% |
| Participant deferral / active EE | $527 | $1,379-61.8% | $2,062-74.4% | $4,274-87.7% |
| Admin fee / account holder | $225 | $2,531-91.1% | $3,357-93.3% | $7,775-97.1% |