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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 | $46,570 | $36,948+26.0% | $73,658-36.8% | $87,485-46.8% |
| Participation rate | 10.5% | 46.8%-36.3pp | 57.0%-46.5pp | 68.9%-58.4pp |
| Annual return | 21.72% | 28.64%-6.9pp | 29.72%-8.0pp | 26.06%-4.3pp |
| Employer contribution / active EE | $207 | $670-69.1% | $1,032-80.0% | $2,596-92.0% |
| Participant deferral / active EE | $998 | $1,379-27.7% | $2,062-51.6% | $4,274-76.7% |
| Admin fee / account holder | $20 | $2,531-99.2% | $3,357-99.4% | $7,775-99.7% |