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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 | $60,767 | $54,541+11.4% | $78,778-22.9% | $70,126-13.3% |
| Participation rate | 65.5% | 60.8%+4.7pp | 69.2%-3.7pp | 69.5%-4.0pp |
| Annual return | 17.57% | 21.07%-3.5pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,335 | $1,089+22.7% | $1,986-32.8% | $2,343-43.0% |
| Participant deferral / active EE | $2,674 | $2,210+21.0% | $2,958-9.6% | $3,332-19.7% |
| Admin fee / account holder | $195 | $3,709-94.7% | $5,134-96.2% | $4,645-95.8% |