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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 | $37,057 | $25,979+42.6% | $71,778-48.4% | $68,490-45.9% |
| Participation rate | 8.2% | 54.5%-46.3pp | 62.3%-54.2pp | 67.9%-59.7pp |
| Annual return | 4.39% | -15.10%+19.5pp | 9.15%-4.8pp | -7.85%+12.2pp |
| Employer contribution / active EE | $132 | $900-85.4% | $1,704-92.3% | $2,597-94.9% |
| Participant deferral / active EE | $427 | $1,522-71.9% | $2,656-83.9% | $4,028-89.4% |
| Admin fee / account holder | $282 | $2,022-86.0% | $3,974-92.9% | $5,403-94.8% |