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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 | $1,946 | $25,014-92.2% | $69,623-97.2% | $80,935-97.6% |
| Participation rate | 68.9% | 64.2%+4.7pp | 66.4%+2.5pp | 67.7%+1.2pp |
| Annual return | 15.43% | 19.08%-3.7pp | 101.23%-85.8pp | 35.66%-20.2pp |
| Employer contribution / active EE | $434 | $991-56.2% | $1,709-74.6% | $2,757-84.3% |
| Participant deferral / active EE | $947 | $1,840-48.5% | $2,890-67.2% | $4,299-78.0% |
| Admin fee / account holder | $203 | $2,491-91.8% | $4,696-95.7% | $6,924-97.1% |