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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 | $13,284 | $94,439-85.9% | $73,658-82.0% | $154,746-91.4% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 22.20% | 28.25%-6.1pp | 29.72%-7.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,050 | $1,257-16.5% | $1,032+1.7% | $4,379-76.0% |
| Participant deferral / active EE | $1,375 | $2,527-45.6% | $2,062-33.3% | $6,730-79.6% |
| Admin fee / account holder | $22 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |