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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 | $23,378 | $43,344-46.1% | $59,899-61.0% | $64,173-63.6% |
| Participation rate | 15.6% | 69.2%-53.6pp | 74.7%-59.1pp | 69.6%-54.0pp |
| Annual return | 18.14% | -1.55%+19.7pp | 3.46%+14.7pp | 7.63%+10.5pp |
| Employer contribution / active EE | $1,027 | $2,030-49.4% | $2,723-62.3% | $2,381-56.8% |
| Participant deferral / active EE | $2,247 | $2,547-11.8% | $3,402-34.0% | $3,470-35.2% |
| Admin fee / account holder | $59 | $3,008-98.0% | $3,592-98.4% | $4,887-98.8% |