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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 | $14,764 | $46,534-68.3% | $64,097-77.0% | $75,177-80.4% |
| Participation rate | 69.0% | 65.9%+3.0pp | 72.3%-3.4pp | 67.2%+1.8pp |
| Annual return | 22.23% | 26.07%-3.8pp | 33.75%-11.5pp | 160.75%-138.5pp |
| Employer contribution / active EE | $925 | $1,976-53.2% | $2,750-66.4% | $2,671-65.4% |
| Participant deferral / active EE | $2,630 | $2,835-7.2% | $3,881-32.2% | $4,126-36.3% |
| Admin fee / account holder | $204 | $2,957-93.1% | $3,070-93.4% | $5,651-96.4% |