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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 | $52,238 | $36,948+41.4% | $73,658-29.1% | $87,485-40.3% |
| Participation rate | 66.7% | 46.8%+19.8pp | 57.0%+9.6pp | 68.9%-2.3pp |
| Annual return | 21.02% | 28.64%-7.6pp | 29.72%-8.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $1,943 | $670+190.0% | $1,032+88.2% | $2,596-25.2% |
| Participant deferral / active EE | $5,104 | $1,379+270.1% | $2,062+147.5% | $4,274+19.4% |
| Admin fee / account holder | $9 | $2,531-99.6% | $3,357-99.7% | $7,775-99.9% |