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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 | $12,595 | $36,140-65.2% | $73,658-82.9% | $64,340-80.4% |
| Participation rate | 5.3% | 31.0%-25.7pp | 57.0%-51.7pp | 55.2%-49.9pp |
| Annual return | 28.00% | 21.48%+6.5pp | 29.72%-1.7pp | 24.14%+3.9pp |
| Employer contribution / active EE | $118 | $443-73.4% | $1,032-88.6% | $1,862-93.7% |
| Participant deferral / active EE | $310 | $1,023-69.7% | $2,062-85.0% | $2,980-89.6% |
| Admin fee / account holder | $22 | $2,513-99.1% | $3,357-99.4% | $3,703-99.4% |