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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 | $11,501 | $103,949-88.9% | $69,182-83.4% | $273,972-95.8% |
| Participation rate | 68.2% | 67.4%+0.8pp | 55.1%+13.1pp | 83.0%-14.8pp |
| Annual return | 7.77% | 35.28%-27.5pp | -21.93%+29.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $764 | $1,783-57.2% | $1,206-36.7% | $4,869-84.3% |
| Participant deferral / active EE | $2,689 | $2,716-1.0% | $1,897+41.8% | $5,287-49.1% |
| Admin fee / account holder | $235 | $3,671-93.6% | $2,697-91.3% | $10,133-97.7% |