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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 | $37,156+25.3% | $83,854-44.5% | $86,983-46.5% |
| Participation rate | 10.5% | 49.1%-38.5pp | 59.1%-48.6pp | 69.5%-59.0pp |
| Annual return | 21.72% | 29.88%-8.2pp | 31.39%-9.7pp | 25.83%-4.1pp |
| Employer contribution / active EE | $207 | $661-68.7% | $1,017-79.7% | $2,584-92.0% |
| Participant deferral / active EE | $998 | $1,418-29.6% | $2,035-51.0% | $4,194-76.2% |
| Admin fee / account holder | $20 | $2,510-99.2% | $3,197-99.4% | $7,856-99.7% |