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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 | $6,729 | $37,446-82.0% | $77,552-91.3% | $79,856-91.6% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.6%-39.6pp |
| Annual return | 20.25% | 39.76%-19.5pp | 54.82%-34.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $502 | $637-21.2% | $987-49.1% | $2,471-79.7% |
| Participant deferral / active EE | $1,058 | $1,261-16.1% | $1,861-43.2% | $3,741-71.7% |
| Admin fee / account holder | $45 | $2,506-98.2% | $2,859-98.4% | $5,306-99.1% |