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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 | $19,402 | $63,082-69.2% | $81,726-76.3% | $79,856-75.7% |
| Participation rate | 68.2% | 67.5%+0.7pp | 72.0%-3.8pp | 69.6%-1.5pp |
| Annual return | 15.93% | 22.66%-6.7pp | 29.49%-13.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,818 | $1,795+1.3% | $4,311-57.8% | $2,471-26.4% |
| Participant deferral / active EE | $1,016 | $2,780-63.5% | $7,108-85.7% | $3,741-72.8% |
| Admin fee / account holder | $290 | $4,428-93.5% | $5,160-94.4% | $5,306-94.5% |