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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 | $24,672 | $35,183-29.9% | $73,545-66.5% | $70,124-64.8% |
| Participation rate | 25.8% | 42.9%-17.1pp | 54.9%-29.1pp | 69.5%-43.7pp |
| Annual return | 21.95% | 26.90%-5.0pp | -15.16%+37.1pp | 73.14%-51.2pp |
| Employer contribution / active EE | $331 | $709-53.3% | $1,219-72.9% | $2,342-85.9% |
| Participant deferral / active EE | $863 | $1,220-29.3% | $1,806-52.2% | $3,332-74.1% |
| Admin fee / account holder | $76 | $2,302-96.7% | $2,320-96.7% | $4,645-98.4% |