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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 | $6,800 | $35,183-80.7% | $73,550-90.8% | $70,126-90.3% |
| Participation rate | 45.7% | 42.9%+2.8pp | 54.9%-9.2pp | 69.5%-23.8pp |
| Annual return | 33.44% | 26.90%+6.5pp | -15.16%+48.6pp | 73.15%-39.7pp |
| Employer contribution / active EE | $838 | $709+18.2% | $1,219-31.3% | $2,343-64.2% |
| Participant deferral / active EE | $914 | $1,220-25.1% | $1,804-49.3% | $3,332-72.6% |
| Admin fee / account holder | $54 | $2,302-97.6% | $2,320-97.7% | $4,645-98.8% |