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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 | $19,003 | $43,344-56.2% | $59,899-68.3% | $64,173-70.4% |
| Participation rate | 65.1% | 69.2%-4.0pp | 74.7%-9.6pp | 69.6%-4.5pp |
| Annual return | 7.84% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $718 | $2,030-64.6% | $2,723-73.6% | $2,381-69.9% |
| Participant deferral / active EE | $1,878 | $2,547-26.3% | $3,402-44.8% | $3,470-45.9% |
| Admin fee / account holder | $120 | $3,008-96.0% | $3,592-96.7% | $4,887-97.6% |