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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 | $63,436 | $52,306+21.3% | $69,779-9.1% | $62,881+0.9% |
| Participation rate | 65.6% | 67.2%-1.6pp | 71.8%-6.2pp | 69.3%-3.7pp |
| Annual return | 6.17% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,609 | $2,395+92.5% | $2,931+57.3% | $3,203+43.9% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |