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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 | $18,745 | $49,025-61.8% | $87,502-78.6% | $62,881-70.2% |
| Participation rate | 67.4% | 64.9%+2.6pp | 73.8%-6.4pp | 69.3%-1.9pp |
| Annual return | 7.35% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $812 | $1,372-40.8% | $2,550-68.2% | $2,281-64.4% |
| Participant deferral / active EE | $1,146 | $2,289-49.9% | $3,149-63.6% | $3,203-64.2% |
| Admin fee / account holder | $188 | $4,065-95.4% | $4,221-95.5% | $4,296-95.6% |