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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 | $71,402 | $57,828+23.5% | $117,039-39.0% | $70,126+1.8% |
| Participation rate | 65.7% | 67.1%-1.4pp | 77.2%-11.5pp | 69.5%-3.8pp |
| Annual return | 17.54% | 17.55%0pp | 18.95%-1.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $734 | $1,816-59.6% | $3,785-80.6% | $2,343-68.6% |
| Participant deferral / active EE | $2,937 | $2,438+20.5% | $3,929-25.3% | $3,332-11.9% |
| Admin fee / account holder | $226 | $3,548-93.6% | $5,974-96.2% | $4,645-95.1% |