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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 | $57,970 | $60,349-3.9% | $74,184-21.9% | $62,881-7.8% |
| Participation rate | 52.1% | 72.7%-20.6pp | 76.6%-24.5pp | 69.3%-17.2pp |
| Annual return | 7.02% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,885 | $1,680+12.2% | $2,370-20.5% | $2,281-17.4% |
| Participant deferral / active EE | $2,731 | $2,856-4.4% | $3,550-23.1% | $3,203-14.7% |
| Admin fee / account holder | $231 | $4,261-94.6% | $5,586-95.9% | $4,296-94.6% |