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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 | $24,817 | $81,358-69.5% | $155,556-84.0% | $80,959-69.3% |
| Participation rate | 68.4% | 66.3%+2.2pp | 78.2%-9.8pp | 67.7%+0.8pp |
| Annual return | 11.17% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $713 | $3,106-77.0% | $4,675-84.7% | $2,757-74.1% |
| Participant deferral / active EE | $1,495 | $3,455-56.7% | $5,631-73.5% | $4,300-65.2% |
| Admin fee / account holder | $293 | $7,994-96.3% | $15,885-98.2% | $6,925-95.8% |