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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 | $7,854 | $37,446-79.0% | $77,552-89.9% | $79,856-90.2% |
| Participation rate | 68.6% | 41.5%+27.0pp | 54.2%+14.4pp | 69.6%-1.1pp |
| Annual return | 20.87% | 39.76%-18.9pp | 54.82%-33.9pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,072 | $637+68.3% | $987+8.7% | $2,471-56.6% |
| Participant deferral / active EE | $1,571 | $1,261+24.6% | $1,861-15.6% | $3,741-58.0% |
| Admin fee / account holder | $19 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |