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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 | $70,988 | $47,848+48.4% | $81,473-12.9% | $70,124+1.2% |
| Participation rate | 53.6% | 58.3%-4.7pp | 68.0%-14.4pp | 69.5%-16.0pp |
| Annual return | 21.12% | 27.25%-6.1pp | 38.78%-17.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,511 | $1,527-1.1% | $2,568-41.2% | $2,342-35.5% |
| Participant deferral / active EE | $3,405 | $2,453+38.8% | $3,537-3.7% | $3,332+2.2% |
| Admin fee / account holder | $6 | $3,145-99.8% | $4,561-99.9% | $4,645-99.9% |