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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 | $26,842 | $58,057-53.8% | $97,032-72.3% | $86,983-69.1% |
| Participation rate | 65.1% | 60.4%+4.8pp | 71.6%-6.4pp | 69.5%-4.4pp |
| Annual return | 19.52% | 22.26%-2.7pp | 35.38%-15.9pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,671 | $1,663+0.4% | $2,629-36.5% | $2,584-35.4% |
| Participant deferral / active EE | $4,282 | $3,244+32.0% | $4,672-8.4% | $4,194+2.1% |
| Admin fee / account holder | $237 | $4,839-95.1% | $9,418-97.5% | $7,856-97.0% |