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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 | $73,787-20.7% | $98,716-40.7% | $82,448-29.0% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.3%-1.9pp | 68.1%-0.6pp |
| Annual return | 17.18% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,515 | $1,511+132.6% | $2,279+54.3% | $2,551+37.8% |
| Participant deferral / active EE | $5,054 | $3,081+64.0% | $4,048+24.9% | $4,139+22.1% |
| Admin fee / account holder | $142 | $6,500-97.8% | $8,703-98.4% | $7,234-98.0% |