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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 | $14,675 | $54,763-73.2% | $90,324-83.8% | $72,976-79.9% |
| Participation rate | 64.0% | 65.2%-1.2pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 32.10% | 30.63%+1.5pp | 78.15%-46.1pp | 81.02%-48.9pp |
| Employer contribution / active EE | $1,962 | $2,093-6.3% | $2,856-31.3% | $2,440-19.6% |
| Participant deferral / active EE | $2,518 | $2,887-12.8% | $3,885-35.2% | $3,608-30.2% |
| Admin fee / account holder | $2 | $3,973-99.9% | $5,356-100.0% | $5,124-100.0% |