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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 | $6,684 | $57,590-88.4% | $86,233-92.2% | $82,448-91.9% |
| Participation rate | 61.4% | 57.9%+3.5pp | 69.0%-7.7pp | 68.1%-6.7pp |
| Annual return | 21.19% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $622 | $1,655-62.4% | $2,504-75.2% | $2,551-75.6% |
| Participant deferral / active EE | $1,047 | $3,080-66.0% | $4,559-77.0% | $4,139-74.7% |
| Admin fee / account holder | $290 | $4,730-93.9% | $8,342-96.5% | $7,234-96.0% |