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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 | $57,140-54.8% | $85,240-69.7% | $80,959-68.1% |
| Participation rate | 69.0% | 56.4%+12.6pp | 67.5%+1.4pp | 67.7%+1.3pp |
| Annual return | 19.09% | 21.71%-2.6pp | 66.75%-47.7pp | 35.67%-16.6pp |
| Employer contribution / active EE | $5,909 | $1,802+227.9% | $2,735+116.0% | $2,757+114.3% |
| Participant deferral / active EE | $2,664 | $3,115-14.5% | $4,527-41.2% | $4,300-38.0% |
| Admin fee / account holder | $202 | $4,992-96.0% | $6,165-96.7% | $6,925-97.1% |