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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 | $15,307 | $37,446-59.1% | $77,513-80.3% | $79,852-80.8% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 35.77% | 39.76%-4.0pp | 54.81%-19.0pp | 31.72%+4.1pp |
| Employer contribution / active EE | $262 | $637-58.8% | $987-73.4% | $2,471-89.4% |
| Participant deferral / active EE | $1,170 | $1,261-7.2% | $1,861-37.1% | $3,740-68.7% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |