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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 | $28,159 | $36,948-23.8% | $73,658-61.8% | $87,485-67.8% |
| Participation rate | 25.8% | 46.8%-21.0pp | 57.0%-31.2pp | 68.9%-43.1pp |
| Annual return | 22.15% | 28.64%-6.5pp | 29.72%-7.6pp | 26.06%-3.9pp |
| Employer contribution / active EE | $392 | $670-41.5% | $1,032-62.0% | $2,596-84.9% |
| Participant deferral / active EE | $1,080 | $1,379-21.7% | $2,062-47.6% | $4,274-74.7% |
| Admin fee / account holder | $123 | $2,531-95.2% | $3,357-96.3% | $7,775-98.4% |