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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 | $45,784 | $43,344+5.6% | $59,899-23.6% | $64,173-28.7% |
| Participation rate | 67.6% | 69.2%-1.5pp | 74.7%-7.0pp | 69.6%-1.9pp |
| Annual return | 12.66% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,847 | $2,547+51.0% | $3,402+13.1% | $3,470+10.9% |
| Admin fee / account holder | $252 | $3,008-91.6% | $3,592-93.0% | $4,887-94.8% |