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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 | $8,967 | $32,037-72.0% | $69,182-87.0% | $62,881-85.7% |
| Participation rate | 65.8% | 43.4%+22.3pp | 55.1%+10.6pp | 69.3%-3.6pp |
| Annual return | 6.52% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $685 | $679+0.9% | $1,206-43.2% | $2,281-69.9% |
| Participant deferral / active EE | $1,271 | $1,185+7.2% | $1,897-33.0% | $3,203-60.3% |
| Admin fee / account holder | $291 | $2,608-88.8% | $2,697-89.2% | $4,296-93.2% |