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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 | $61,000 | $47,848+27.5% | $81,473-25.1% | $70,126-13.0% |
| Participation rate | 64.0% | 58.3%+5.7pp | 68.0%-4.0pp | 69.5%-5.5pp |
| Annual return | 17.76% | 27.25%-9.5pp | 38.78%-21.0pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,390 | $1,527-9.0% | $2,568-45.9% | $2,343-40.7% |
| Participant deferral / active EE | $2,638 | $2,453+7.5% | $3,537-25.4% | $3,332-20.8% |
| Admin fee / account holder | $44 | $3,145-98.6% | $4,561-99.0% | $4,645-99.0% |