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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 | $5,648 | $36,948-84.7% | $73,658-92.3% | $87,485-93.5% |
| Participation rate | 62.2% | 46.8%+15.3pp | 57.0%+5.1pp | 68.9%-6.8pp |
| Annual return | 28.27% | 28.64%-0.4pp | 29.72%-1.4pp | 26.06%+2.2pp |
| Employer contribution / active EE | $607 | $670-9.5% | $1,032-41.2% | $2,596-76.6% |
| Participant deferral / active EE | $1,474 | $1,379+6.9% | $2,062-28.5% | $4,274-65.5% |
| Admin fee / account holder | $23 | $2,531-99.1% | $3,357-99.3% | $7,775-99.7% |