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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 | $26,338 | $46,534-43.4% | $64,097-58.9% | $75,177-65.0% |
| Participation rate | 67.9% | 65.9%+1.9pp | 72.3%-4.5pp | 67.2%+0.7pp |
| Annual return | 14.63% | 26.07%-11.4pp | 33.75%-19.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,090 | $2,835+79.5% | $3,881+31.1% | $4,126+23.3% |
| Admin fee / account holder | $101 | $2,957-96.6% | $3,070-96.7% | $5,651-98.2% |