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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 | $25,142 | $36,948-32.0% | $73,658-65.9% | $87,485-71.3% |
| Participation rate | 16.7% | 46.8%-30.2pp | 57.0%-40.4pp | 68.9%-52.3pp |
| Annual return | 19.66% | 28.64%-9.0pp | 29.72%-10.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $281 | $670-58.1% | $1,032-72.8% | $2,596-89.2% |
| Participant deferral / active EE | $374 | $1,379-72.9% | $2,062-81.9% | $4,274-91.3% |
| Admin fee / account holder | $295 | $2,531-88.3% | $3,357-91.2% | $7,775-96.2% |