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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 | $49,469 | $35,183+40.6% | $73,545-32.7% | $70,124-29.5% |
| Participation rate | 16.2% | 42.9%-26.7pp | 54.9%-38.7pp | 69.5%-53.3pp |
| Annual return | 24.59% | 26.90%-2.3pp | -15.16%+39.7pp | 73.14%-48.6pp |
| Employer contribution / active EE | $160 | $709-77.4% | $1,219-86.8% | $2,342-93.1% |
| Participant deferral / active EE | $642 | $1,220-47.4% | $1,806-64.5% | $3,332-80.7% |
| Admin fee / account holder | $1 | $2,302-99.9% | $2,320-99.9% | $4,645-100.0% |