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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 | $17,483 | $93,064-81.2% | $74,577-76.6% | $273,972-93.6% |
| Participation rate | 68.4% | 74.9%-6.5pp | 68.1%+0.3pp | 83.0%-14.6pp |
| Annual return | 10.53% | 26.18%-15.7pp | 20.47%-9.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,717 | $3,160-45.7% | $2,525-32.0% | $4,869-64.7% |
| Participant deferral / active EE | $4,615 | $4,160+10.9% | $3,458+33.5% | $5,287-12.7% |
| Admin fee / account holder | $148 | $5,273-97.2% | $4,138-96.4% | $10,133-98.5% |