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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 | $23,983 | $73,787-67.5% | $98,716-75.7% | $82,448-70.9% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 17.72% | 18.57%-0.9pp | 31.81%-14.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $692 | $1,511-54.2% | $2,279-69.6% | $2,551-72.9% |
| Participant deferral / active EE | $1,435 | $3,081-53.4% | $4,048-64.5% | $4,139-65.3% |
| Admin fee / account holder | $48 | $6,500-99.3% | $8,703-99.5% | $7,234-99.3% |