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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 | $13,460 | $58,627-77.0% | $76,735-82.5% | $82,448-83.7% |
| Participation rate | 65.8% | 63.2%+2.6pp | 69.5%-3.7pp | 68.1%-2.3pp |
| Annual return | 20.22% | 39.10%-18.9pp | 29.77%-9.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $472 | $1,729-72.7% | $2,454-80.8% | $2,551-81.5% |
| Participant deferral / active EE | $1,300 | $3,134-58.5% | $4,088-68.2% | $4,139-68.6% |
| Admin fee / account holder | $137 | $5,323-97.4% | $7,189-98.1% | $7,234-98.1% |