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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 | $12,152 | $103,957-88.3% | $69,182-82.4% | $273,968-95.6% |
| Participation rate | 61.1% | 67.4%-6.2pp | 55.1%+6.0pp | 83.0%-21.9pp |
| Annual return | 7.26% | 35.28%-28.0pp | -21.94%+29.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,007 | $1,781+12.7% | $1,205+66.5% | $4,869-58.8% |
| Participant deferral / active EE | $3,248 | $2,716+19.6% | $1,896+71.3% | $5,287-38.6% |
| Admin fee / account holder | $6 | $3,671-99.8% | $2,697-99.8% | $10,132-99.9% |