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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 | $3,495 | $104,650-96.7% | $83,854-95.8% | $155,188-97.7% |
| Participation rate | 69.2% | 65.1%+4.2pp | 59.1%+10.1pp | 80.8%-11.6pp |
| Annual return | 28.57% | 28.97%-0.4pp | 31.39%-2.8pp | 148.84%-120.3pp |
| Employer contribution / active EE | $1,092 | $1,196-8.7% | $1,017+7.3% | $4,248-74.3% |
| Participant deferral / active EE | $1,096 | $2,367-53.7% | $2,035-46.2% | $6,531-83.2% |
| Admin fee / account holder | $95 | $3,518-97.3% | $3,197-97.0% | $14,480-99.3% |