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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 | $17,637 | $32,037-44.9% | $69,182-74.5% | $62,881-72.0% |
| Participation rate | 52.0% | 43.4%+8.6pp | 55.1%-3.1pp | 69.3%-17.3pp |
| Annual return | 7.99% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $589 | $679-13.3% | $1,206-51.2% | $2,281-74.2% |
| Participant deferral / active EE | $2,747 | $1,185+131.7% | $1,897+44.8% | $3,203-14.2% |
| Admin fee / account holder | $273 | $2,608-89.5% | $2,697-89.9% | $4,296-93.6% |