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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 | $13,618 | $48,076-71.7% | $78,693-82.7% | $62,891-78.3% |
| Participation rate | 63.6% | 65.2%-1.6pp | 73.6%-9.9pp | 69.3%-5.7pp |
| Annual return | 12.41% | 31.35%-18.9pp | 62.18%-49.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,308 | $2,015-35.1% | $2,850-54.1% | $2,281-42.6% |
| Participant deferral / active EE | $2,771 | $2,588+7.1% | $3,517-21.2% | $3,203-13.5% |
| Admin fee / account holder | $159 | $3,207-95.0% | $4,511-96.5% | $4,296-96.3% |