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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 | $28,557 | $45,087-36.7% | $69,483-58.9% | $72,976-60.9% |
| Participation rate | 67.2% | 68.5%-1.2pp | 74.6%-7.4pp | 69.5%-2.2pp |
| Annual return | 17.84% | 22.67%-4.8pp | 28.99%-11.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $955 | $2,055-53.5% | $2,780-65.7% | $2,440-60.9% |
| Participant deferral / active EE | $1,871 | $2,603-28.1% | $3,537-47.1% | $3,608-48.1% |
| Admin fee / account holder | $250 | $3,057-91.8% | $3,841-93.5% | $5,124-95.1% |