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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 | $25,838 | $57,073-54.7% | $85,126-69.6% | $80,925-68.1% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.4pp | 67.7%+1.3pp |
| Annual return | 19.09% | 21.69%-2.6pp | 66.63%-47.5pp | 35.65%-16.6pp |
| Employer contribution / active EE | $5,909 | $1,801+228.1% | $2,731+116.3% | $2,756+114.4% |
| Participant deferral / active EE | $2,664 | $3,113-14.4% | $4,523-41.1% | $4,299-38.0% |
| Admin fee / account holder | $202 | $4,988-96.0% | $6,160-96.7% | $6,940-97.1% |