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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 | $11,150 | $107,030-89.6% | $73,550-84.8% | $147,586-92.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 31.88% | 38.25%-6.4pp | -15.16%+47.0pp | 578.59%-546.7pp |
| Employer contribution / active EE | $1,108 | $1,760-37.1% | $1,219-9.2% | $4,876-77.3% |
| Participant deferral / active EE | $2,527 | $2,458+2.8% | $1,804+40.0% | $5,439-53.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |