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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 | $6,966 | $35,183-80.2% | $73,550-90.5% | $70,126-90.1% |
| Participation rate | 62.5% | 42.9%+19.6pp | 54.9%+7.6pp | 69.5%-7.0pp |
| Annual return | 29.10% | 26.90%+2.2pp | -15.16%+44.3pp | 73.15%-44.0pp |
| Employer contribution / active EE | $828 | $709+16.8% | $1,219-32.1% | $2,343-64.7% |
| Participant deferral / active EE | $1,297 | $1,220+6.3% | $1,804-28.1% | $3,332-61.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |