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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 | $22,742 | $37,446-39.3% | $77,552-70.7% | $79,856-71.5% |
| Participation rate | 12.2% | 41.5%-29.3pp | 54.2%-42.0pp | 69.6%-57.4pp |
| Annual return | 27.50% | 39.76%-12.3pp | 54.82%-27.3pp | 31.71%-4.2pp |
| Employer contribution / active EE | $163 | $637-74.4% | $987-83.5% | $2,471-93.4% |
| Participant deferral / active EE | $745 | $1,261-40.9% | $1,861-60.0% | $3,741-80.1% |
| Admin fee / account holder | $152 | $2,506-93.9% | $2,859-94.7% | $5,306-97.1% |