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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 | $16,050 | $103,949-84.6% | $69,182-76.8% | $273,972-94.1% |
| Participation rate | 63.6% | 67.4%-3.7pp | 55.1%+8.5pp | 83.0%-19.4pp |
| Annual return | 16.92% | 35.28%-18.4pp | -21.93%+38.9pp | 41.46%-24.5pp |
| Employer contribution / active EE | $950 | $1,783-46.7% | $1,206-21.2% | $4,869-80.5% |
| Participant deferral / active EE | $4,004 | $2,716+47.4% | $1,897+111.1% | $5,287-24.3% |
| Admin fee / account holder | $121 | $3,671-96.7% | $2,697-95.5% | $10,133-98.8% |