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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 | $24,896 | $62,589-60.2% | $76,768-67.6% | $64,173-61.2% |
| Participation rate | 65.9% | 72.8%-7.0pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | 8.98% | -1.95%+10.9pp | 2.43%+6.6pp | 7.63%+1.3pp |
| Employer contribution / active EE | $914 | $1,832-50.1% | $2,485-63.2% | $2,381-61.6% |
| Participant deferral / active EE | $1,449 | $3,145-53.9% | $3,852-62.4% | $3,470-58.2% |
| Admin fee / account holder | $64 | $4,667-98.6% | $6,675-99.0% | $4,887-98.7% |