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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 | $23,302 | $51,708-54.9% | $106,619-78.1% | $62,881-62.9% |
| Participation rate | 68.1% | 66.9%+1.3pp | 78.0%-9.9pp | 69.3%-1.2pp |
| Annual return | 4.44% | 4.69%-0.3pp | 9.42%-5.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,518 | $1,764-13.9% | $3,947-61.5% | $2,281-33.4% |
| Participant deferral / active EE | $2,002 | $2,315-13.5% | $3,930-49.1% | $3,203-37.5% |
| Admin fee / account holder | $97 | $3,349-97.1% | $6,418-98.5% | $4,296-97.8% |