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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 | $15,839 | $48,078-67.1% | $78,676-79.9% | $62,881-74.8% |
| Participation rate | 68.0% | 65.2%+2.8pp | 73.6%-5.6pp | 69.3%-1.3pp |
| Annual return | 13.89% | 31.36%-17.5pp | 62.19%-48.3pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,350 | $2,015-33.0% | $2,850-52.6% | $2,281-40.8% |
| Participant deferral / active EE | $4,876 | $2,587+88.5% | $3,517+38.7% | $3,203+52.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |