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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 | $11,908 | $32,037-62.8% | $69,182-82.8% | $62,881-81.1% |
| Participation rate | 30.8% | 43.4%-12.7pp | 55.1%-24.3pp | 69.3%-38.5pp |
| Annual return | 16.84% | 15.16%+1.7pp | -21.93%+38.8pp | 20.14%-3.3pp |
| Employer contribution / active EE | $532 | $679-21.7% | $1,206-55.9% | $2,281-76.7% |
| Participant deferral / active EE | $1,638 | $1,185+38.2% | $1,897-13.7% | $3,203-48.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |