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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 | $58,544 | $74,535-21.5% | $100,712-41.9% | $82,637-29.2% |
| Participation rate | 67.4% | 61.2%+6.3pp | 69.3%-1.8pp | 68.1%-0.6pp |
| Annual return | 17.18% | 18.92%-1.7pp | 33.27%-16.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,515 | $1,503+133.9% | $2,313+52.0% | $2,552+37.7% |
| Participant deferral / active EE | $5,054 | $3,074+64.4% | $4,085+23.7% | $4,126+22.5% |
| Admin fee / account holder | $142 | $6,576-97.8% | $9,256-98.5% | $7,339-98.1% |