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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 | $15,247 | $103,949-85.3% | $69,182-78.0% | $273,972-94.4% |
| Participation rate | 63.6% | 67.4%-3.7pp | 55.1%+8.5pp | 83.0%-19.4pp |
| Annual return | 4.96% | 35.28%-30.3pp | -21.93%+26.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $360 | $1,783-79.8% | $1,206-70.2% | $4,869-92.6% |
| Participant deferral / active EE | $1,945 | $2,716-28.4% | $1,897+2.6% | $5,287-63.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |