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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 | $36,640 | $35,183+4.1% | $73,545-50.2% | $70,124-47.7% |
| Participation rate | 55.6% | 42.9%+12.6pp | 54.9%+0.6pp | 69.5%-14.0pp |
| Annual return | 17.81% | 26.90%-9.1pp | -15.16%+33.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,119 | $709+57.9% | $1,219-8.2% | $2,342-52.2% |
| Participant deferral / active EE | $2,651 | $1,220+117.3% | $1,806+46.8% | $3,332-20.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |