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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 | $18,831 | $51,207-63.2% | $70,565-73.3% | $75,177-75.0% |
| Participation rate | 57.1% | 61.0%-3.8pp | 68.4%-11.2pp | 67.2%-10.1pp |
| Annual return | 22.72% | 30.05%-7.3pp | 32.79%-10.1pp | 160.75%-138.0pp |
| Employer contribution / active EE | $565 | $1,826-69.0% | $2,976-81.0% | $2,671-78.8% |
| Participant deferral / active EE | $2,455 | $2,850-13.9% | $4,568-46.3% | $4,126-40.5% |
| Admin fee / account holder | $192 | $4,097-95.3% | $6,430-97.0% | $5,651-96.6% |