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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 | $36,721 | $32,037+14.6% | $69,182-46.9% | $62,881-41.6% |
| Participation rate | 51.2% | 43.4%+7.7pp | 55.1%-4.0pp | 69.3%-18.1pp |
| Annual return | 5.88% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $637 | $679-6.3% | $1,206-47.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,318 | $1,185+11.2% | $1,897-30.5% | $3,203-58.9% |
| Admin fee / account holder | $291 | $2,608-88.8% | $2,697-89.2% | $4,296-93.2% |