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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 | $26,980 | $81,504-66.9% | $102,437-73.7% | $80,959-66.7% |
| Participation rate | 65.6% | 66.9%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 13.97% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,481 | $3,104-52.3% | $3,871-61.7% | $2,757-46.3% |
| Participant deferral / active EE | $3,988 | $3,871+3.0% | $5,060-21.2% | $4,300-7.3% |
| Admin fee / account holder | $125 | $6,719-98.1% | $8,388-98.5% | $6,925-98.2% |