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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 | $44,191 | $37,446+18.0% | $77,513-43.0% | $79,852-44.7% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.6%-9.6pp |
| Annual return | 15.84% | 39.76%-23.9pp | 54.81%-39.0pp | 31.72%-15.9pp |
| Employer contribution / active EE | $2,071 | $637+225.0% | $987+109.9% | $2,471-16.2% |
| Participant deferral / active EE | $885 | $1,261-29.8% | $1,861-52.4% | $3,740-76.3% |
| Admin fee / account holder | $69 | $2,506-97.2% | $2,859-97.6% | $5,306-98.7% |