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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 | $7,232 | $35,183-79.4% | $73,550-90.2% | $70,126-89.7% |
| Participation rate | 46.9% | 42.9%+4.0pp | 54.9%-8.0pp | 69.5%-22.6pp |
| Annual return | 29.28% | 26.90%+2.4pp | -15.16%+44.4pp | 73.15%-43.9pp |
| Employer contribution / active EE | $652 | $709-7.9% | $1,219-46.5% | $2,343-72.1% |
| Participant deferral / active EE | $1,370 | $1,220+12.3% | $1,804-24.0% | $3,332-58.9% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |