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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 | $56,553 | $32,037+76.5% | $69,182-18.3% | $62,881-10.1% |
| Participation rate | 12.2% | 43.4%-31.3pp | 55.1%-43.0pp | 69.3%-57.1pp |
| Annual return | 7.23% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $275 | $679-59.5% | $1,206-77.2% | $2,281-87.9% |
| Participant deferral / active EE | $679 | $1,185-42.7% | $1,897-64.2% | $3,203-78.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |