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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 | $9,414 | $35,183-73.2% | $73,550-87.2% | $70,126-86.6% |
| Participation rate | 23.3% | 42.9%-19.6pp | 54.9%-31.6pp | 69.5%-46.2pp |
| Annual return | 23.23% | 26.90%-3.7pp | -15.16%+38.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $303 | $709-57.2% | $1,219-75.1% | $2,343-87.1% |
| Participant deferral / active EE | $543 | $1,220-55.5% | $1,804-69.9% | $3,332-83.7% |
| Admin fee / account holder | $92 | $2,302-96.0% | $2,320-96.0% | $4,645-98.0% |