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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 | $65,050 | $81,504-20.2% | $102,437-36.5% | $80,959-19.7% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.7%+0.2pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,663 | $3,104-46.4% | $3,871-57.0% | $2,757-39.7% |
| Participant deferral / active EE | $2,838 | $3,871-26.7% | $5,060-43.9% | $4,300-34.0% |
| Admin fee / account holder | $169 | $6,719-97.5% | $8,388-98.0% | $6,925-97.6% |