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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 | $10,436 | $37,446-72.1% | $77,552-86.5% | $79,856-86.9% |
| Participation rate | 58.3% | 41.5%+16.8pp | 54.2%+4.1pp | 69.6%-11.3pp |
| Annual return | 24.10% | 39.76%-15.7pp | 54.82%-30.7pp | 31.71%-7.6pp |
| Employer contribution / active EE | $871 | $637+36.7% | $987-11.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,739 | $1,261+37.9% | $1,861-6.5% | $3,741-53.5% |
| Admin fee / account holder | $62 | $2,506-97.5% | $2,859-97.8% | $5,306-98.8% |