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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 | $50,214 | $39,162+28.2% | $100,671-50.1% | $59,633-15.8% |
| Participation rate | 62.9% | 55.9%+7.0pp | 70.7%-7.9pp | 68.7%-5.8pp |
| Annual return | 1.82% | 21.07%-19.3pp | 20.43%-18.6pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $1,571 | $1,151+36.5% | $4,012-60.8% | $2,203-28.7% |
| Participant deferral / active EE | $1,752 | $1,992-12.0% | $3,144-44.3% | $3,192-45.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |