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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 | $18,311 | $94,439-80.6% | $73,658-75.1% | $154,746-88.2% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 8.43% | 28.25%-19.8pp | 29.72%-21.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,154 | $1,257-8.2% | $1,032+11.8% | $4,379-73.7% |
| Participant deferral / active EE | $3,140 | $2,527+24.3% | $2,062+52.3% | $6,730-53.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |