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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 | $26,842 | $58,848-54.4% | $88,179-69.6% | $82,637-67.5% |
| Participation rate | 65.1% | 57.9%+7.2pp | 69.1%-4.0pp | 68.1%-2.9pp |
| Annual return | 19.52% | 22.76%-3.2pp | 64.97%-45.5pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,671 | $1,678-0.5% | $2,549-34.5% | $2,552-34.5% |
| Participant deferral / active EE | $4,282 | $3,124+37.1% | $4,614-7.2% | $4,126+3.8% |
| Admin fee / account holder | $237 | $4,795-95.1% | $7,673-96.9% | $7,339-96.8% |