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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 | $66,989 | $35,183+90.4% | $73,550-8.9% | $70,126-4.5% |
| Participation rate | 21.6% | 42.9%-21.3pp | 54.9%-33.3pp | 69.5%-47.9pp |
| Annual return | 20.49% | 26.90%-6.4pp | -15.16%+35.6pp | 73.15%-52.7pp |
| Employer contribution / active EE | $657 | $709-7.2% | $1,219-46.1% | $2,343-71.9% |
| Participant deferral / active EE | $1,222 | $1,220+0.2% | $1,804-32.3% | $3,332-63.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |