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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 | $19,250 | $53,128-63.8% | $86,582-77.8% | $70,126-72.5% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.5pp | 69.5%-0.5pp |
| Annual return | 18.06% | 27.66%-9.6pp | 965.08%-947.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,471 | $2,068-28.8% | $2,839-48.2% | $2,343-37.2% |
| Participant deferral / active EE | $2,962 | $2,695+9.9% | $3,609-17.9% | $3,332-11.1% |
| Admin fee / account holder | $233 | $3,584-93.5% | $4,904-95.2% | $4,645-95.0% |