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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 | $7,507 | $37,156-79.8% | $83,854-91.0% | $86,983-91.4% |
| Participation rate | 55.6% | 49.1%+6.5pp | 59.1%-3.6pp | 69.5%-14.0pp |
| Annual return | 20.15% | 29.88%-9.7pp | 31.39%-11.2pp | 25.83%-5.7pp |
| Employer contribution / active EE | $774 | $661+17.2% | $1,017-23.9% | $2,584-70.0% |
| Participant deferral / active EE | $1,493 | $1,418+5.3% | $2,035-26.6% | $4,194-64.4% |
| Admin fee / account holder | $95 | $2,510-96.2% | $3,197-97.0% | $7,856-98.8% |