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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 | $9,427 | $37,446-74.8% | $77,552-87.8% | $79,856-88.2% |
| Participation rate | 35.0% | 41.5%-6.5pp | 54.2%-19.2pp | 69.6%-34.6pp |
| Annual return | 32.21% | 39.76%-7.5pp | 54.82%-22.6pp | 31.71%+0.5pp |
| Employer contribution / active EE | $509 | $637-20.1% | $987-48.4% | $2,471-79.4% |
| Participant deferral / active EE | $1,374 | $1,261+9.0% | $1,861-26.2% | $3,741-63.3% |
| Admin fee / account holder | $118 | $2,506-95.3% | $2,859-95.9% | $5,306-97.8% |