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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 | $36,514 | $104,650-65.1% | $83,854-56.5% | $155,188-76.5% |
| Participation rate | 62.5% | 65.1%-2.6pp | 59.1%+3.4pp | 80.8%-18.3pp |
| Annual return | 15.85% | 28.97%-13.1pp | 31.39%-15.5pp | 148.84%-133.0pp |
| Employer contribution / active EE | $429 | $1,196-64.2% | $1,017-57.9% | $4,248-89.9% |
| Participant deferral / active EE | $3,403 | $2,367+43.8% | $2,035+67.2% | $6,531-47.9% |
| Admin fee / account holder | $127 | $3,518-96.4% | $3,197-96.0% | $14,480-99.1% |