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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 | $21,141 | $108,212-80.5% | $77,513-72.7% | $158,966-86.7% |
| Participation rate | 64.7% | 64.4%+0.3pp | 54.2%+10.5pp | 82.0%-17.3pp |
| Annual return | 13.96% | 31.67%-17.7pp | 54.81%-40.8pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,162 | $1,325-12.3% | $987+17.8% | $4,762-75.6% |
| Participant deferral / active EE | $4,407 | $2,455+79.5% | $1,861+136.8% | $5,983-26.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |