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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 | $59,578 | $57,828+3.0% | $117,039-49.1% | $70,126-15.0% |
| Participation rate | 63.8% | 67.1%-3.3pp | 77.2%-13.4pp | 69.5%-5.7pp |
| Annual return | 16.68% | 17.55%-0.9pp | 18.95%-2.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $674 | $1,816-62.9% | $3,785-82.2% | $2,343-71.2% |
| Participant deferral / active EE | $1,399 | $2,438-42.6% | $3,929-64.4% | $3,332-58.0% |
| Admin fee / account holder | $168 | $3,548-95.3% | $5,974-97.2% | $4,645-96.4% |