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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 | $14,624 | $103,949-85.9% | $69,182-78.9% | $273,972-94.7% |
| Participation rate | 68.2% | 67.4%+0.8pp | 55.1%+13.1pp | 83.0%-14.8pp |
| Annual return | 0.92% | 35.28%-34.4pp | -21.93%+22.9pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,022 | $1,783-42.7% | $1,206-15.2% | $4,869-79.0% |
| Participant deferral / active EE | $2,161 | $2,716-20.4% | $1,897+13.9% | $5,287-59.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |