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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 | $18,780 | $37,446-49.8% | $77,552-75.8% | $79,856-76.5% |
| Participation rate | 54.3% | 41.5%+12.8pp | 54.2%+0.1pp | 69.6%-15.4pp |
| Annual return | 19.97% | 39.76%-19.8pp | 54.82%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $858 | $637+34.6% | $987-13.1% | $2,471-65.3% |
| Participant deferral / active EE | $1,093 | $1,261-13.3% | $1,861-41.3% | $3,741-70.8% |
| Admin fee / account holder | $26 | $2,506-99.0% | $2,859-99.1% | $5,306-99.5% |