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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 | $18,353 | $36,948-50.3% | $73,658-75.1% | $87,485-79.0% |
| Participation rate | 28.6% | 46.8%-18.2pp | 57.0%-28.5pp | 68.9%-40.4pp |
| Annual return | 29.23% | 28.64%+0.6pp | 29.72%-0.5pp | 26.06%+3.2pp |
| Employer contribution / active EE | $516 | $670-22.9% | $1,032-50.0% | $2,596-80.1% |
| Participant deferral / active EE | $2,217 | $1,379+60.7% | $2,062+7.5% | $4,274-48.1% |
| Admin fee / account holder | $31 | $2,531-98.8% | $3,357-99.1% | $7,775-99.6% |