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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 | $14,273 | $57,140-75.0% | $85,240-83.3% | $80,959-82.4% |
| Participation rate | 65.6% | 56.4%+9.2pp | 67.5%-1.9pp | 67.7%-2.0pp |
| Annual return | 16.39% | 21.71%-5.3pp | 66.75%-50.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,037 | $1,802-42.4% | $2,735-62.1% | $2,757-62.4% |
| Participant deferral / active EE | $2,242 | $3,115-28.0% | $4,527-50.5% | $4,300-47.9% |
| Admin fee / account holder | $107 | $4,992-97.8% | $6,165-98.3% | $6,925-98.5% |