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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 | $27,477 | $58,493-53.0% | $84,021-67.3% | $72,975-62.3% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,476 | $1,163+26.9% | $1,984-25.6% | $2,440-39.5% |
| Participant deferral / active EE | $2,148 | $2,394-10.3% | $3,239-33.7% | $3,608-40.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |