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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 | $51,638-38.7% | $129,406-75.6% | $80,959-60.9% |
| Participation rate | 63.0% | 56.9%+6.0pp | 69.6%-6.7pp | 67.7%-4.7pp |
| Annual return | 13.70% | 20.78%-7.1pp | 9468.18%-9454.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,502 | $1,584-5.1% | $4,155-63.9% | $2,757-45.5% |
| Participant deferral / active EE | $3,111 | $2,670+16.5% | $4,167-25.3% | $4,300-27.7% |
| Admin fee / account holder | $127 | $4,313-97.0% | $7,689-98.3% | $6,925-98.2% |