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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 | $14,825 | $53,128-72.1% | $86,582-82.9% | $70,126-78.9% |
| Participation rate | 68.8% | 65.3%+3.4pp | 73.5%-4.8pp | 69.5%-0.8pp |
| Annual return | 18.16% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,199 | $2,068-42.0% | $2,839-57.8% | $2,343-48.8% |
| Participant deferral / active EE | $2,729 | $2,695+1.2% | $3,609-24.4% | $3,332-18.1% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |