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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 | $37,156-50.6% | $83,854-78.1% | $86,983-78.9% |
| Participation rate | 28.6% | 49.1%-20.5pp | 59.1%-30.5pp | 69.5%-41.0pp |
| Annual return | 29.23% | 29.88%-0.7pp | 31.39%-2.2pp | 25.83%+3.4pp |
| Employer contribution / active EE | $516 | $661-21.9% | $1,017-49.2% | $2,584-80.0% |
| Participant deferral / active EE | $2,217 | $1,418+56.3% | $2,035+8.9% | $4,194-47.1% |
| Admin fee / account holder | $31 | $2,510-98.8% | $3,197-99.0% | $7,856-99.6% |