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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 | $29,891 | $36,948-19.1% | $73,658-59.4% | $87,485-65.8% |
| Participation rate | 28.6% | 46.8%-18.2pp | 57.0%-28.5pp | 68.9%-40.4pp |
| Annual return | 17.43% | 28.64%-11.2pp | 29.72%-12.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $508 | $670-24.2% | $1,032-50.8% | $2,596-80.4% |
| Participant deferral / active EE | $692 | $1,379-49.8% | $2,062-66.4% | $4,274-83.8% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |