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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 | $55,431 | $63,365-12.5% | $91,994-39.7% | $72,976-24.0% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 24.99% | 35.35%-10.4pp | 69.04%-44.0pp | 81.02%-56.0pp |
| Employer contribution / active EE | $2,369 | $2,116+12.0% | $3,453-31.4% | $2,440-2.9% |
| Participant deferral / active EE | $6,072 | $4,883+24.3% | $5,924+2.5% | $3,608+68.3% |
| Admin fee / account holder | $127 | $4,670-97.3% | $7,744-98.4% | $5,124-97.5% |