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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 | $19,140 | $93,064-79.4% | $74,577-74.3% | $273,972-93.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 7.48% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,363 | $3,160-56.9% | $2,525-46.0% | $4,869-72.0% |
| Participant deferral / active EE | $2,475 | $4,160-40.5% | $3,458-28.4% | $5,287-53.2% |
| Admin fee / account holder | $139 | $5,273-97.4% | $4,138-96.6% | $10,133-98.6% |