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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 | $17,679 | $94,439-81.3% | $73,658-76.0% | $154,746-88.6% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 20.85% | 28.25%-7.4pp | 29.72%-8.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,203 | $1,257-4.4% | $1,032+16.5% | $4,379-72.5% |
| Participant deferral / active EE | $1,208 | $2,527-52.2% | $2,062-41.4% | $6,730-82.1% |
| Admin fee / account holder | $61 | $3,843-98.4% | $3,357-98.2% | $14,365-99.6% |