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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 | $18,488 | $104,650-82.3% | $83,854-78.0% | $155,188-88.1% |
| Participation rate | 68.4% | 65.1%+3.3pp | 59.1%+9.3pp | 80.8%-12.4pp |
| Annual return | 24.17% | 28.97%-4.8pp | 31.39%-7.2pp | 148.84%-124.7pp |
| Employer contribution / active EE | $866 | $1,196-27.6% | $1,017-14.8% | $4,248-79.6% |
| Participant deferral / active EE | $3,772 | $2,367+59.3% | $2,035+85.4% | $6,531-42.2% |
| Admin fee / account holder | $88 | $3,518-97.5% | $3,197-97.2% | $14,480-99.4% |