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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 | $27,534 | $25,014+10.1% | $69,623-60.5% | $80,935-66.0% |
| Participation rate | 19.2% | 64.2%-45.0pp | 66.4%-47.2pp | 67.7%-48.4pp |
| Annual return | 16.26% | 19.08%-2.8pp | 101.23%-85.0pp | 35.66%-19.4pp |
| Employer contribution / active EE | $835 | $991-15.8% | $1,709-51.2% | $2,757-69.7% |
| Participant deferral / active EE | $1,302 | $1,840-29.2% | $2,890-54.9% | $4,299-69.7% |
| Admin fee / account holder | $192 | $2,491-92.3% | $4,696-95.9% | $6,924-97.2% |