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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 | $41,259 | $67,602-39.0% | $82,312-49.9% | $70,126-41.2% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 17.77% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,789 | $1,755+1.9% | $2,428-26.3% | $2,343-23.6% |
| Participant deferral / active EE | $3,820 | $2,987+27.9% | $3,706+3.1% | $3,332+14.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |