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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 | $77,574-69.1% | $108,753-77.9% | $86,983-72.4% |
| Participation rate | 66.7% | 62.3%+4.4pp | 71.1%-4.4pp | 69.5%-2.9pp |
| Annual return | 17.72% | 18.42%-0.7pp | 37.47%-19.8pp | 25.83%-8.1pp |
| Employer contribution / active EE | $692 | $1,611-57.0% | $2,427-71.5% | $2,584-73.2% |
| Participant deferral / active EE | $1,435 | $3,128-54.1% | $4,115-65.1% | $4,194-65.8% |
| Admin fee / account holder | $48 | $6,529-99.3% | $10,320-99.5% | $7,856-99.4% |