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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 | $16,691 | $49,280-66.1% | $67,313-75.2% | $64,173-74.0% |
| Participation rate | 52.4% | 60.8%-8.4pp | 69.1%-16.7pp | 69.6%-17.2pp |
| Annual return | 9.38% | -1.39%+10.8pp | -4.08%+13.5pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,042 | $1,668-37.5% | $2,566-59.4% | $2,381-56.2% |
| Participant deferral / active EE | $2,022 | $2,484-18.6% | $3,568-43.3% | $3,470-41.7% |
| Admin fee / account holder | $250 | $3,863-93.5% | $4,507-94.4% | $4,887-94.9% |