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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 | $39,151 | $54,763-28.5% | $90,324-56.7% | $72,976-46.4% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 25.45% | 30.63%-5.2pp | 78.15%-52.7pp | 81.02%-55.6pp |
| Employer contribution / active EE | $2,740 | $2,093+30.9% | $2,856-4.0% | $2,440+12.3% |
| Participant deferral / active EE | $3,873 | $2,887+34.1% | $3,885-0.3% | $3,608+7.3% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |