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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 | $5,399 | $36,948-85.4% | $73,658-92.7% | $87,485-93.8% |
| Participation rate | 60.6% | 46.8%+13.7pp | 57.0%+3.5pp | 68.9%-8.4pp |
| Annual return | 15.86% | 28.64%-12.8pp | 29.72%-13.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $404 | $670-39.6% | $1,032-60.8% | $2,596-84.4% |
| Participant deferral / active EE | $720 | $1,379-47.8% | $2,062-65.1% | $4,274-83.2% |
| Admin fee / account holder | $263 | $2,531-89.6% | $3,357-92.2% | $7,775-96.6% |