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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 | $31,639 | $51,631-38.7% | $129,397-75.5% | $80,925-60.9% |
| Participation rate | 63.0% | 56.9%+6.0pp | 69.6%-6.7pp | 67.7%-4.7pp |
| Annual return | 13.70% | 20.77%-7.1pp | 9453.98%-9440.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,502 | $1,583-5.1% | $4,154-63.8% | $2,756-45.5% |
| Participant deferral / active EE | $3,111 | $2,670+16.5% | $4,167-25.3% | $4,299-27.6% |
| Admin fee / account holder | $127 | $4,309-97.0% | $7,679-98.3% | $6,940-98.2% |