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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 | $85,919 | $71,197+20.7% | $93,669-8.3% | $80,925+6.2% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.7%-4.0pp |
| Annual return | 11.17% | 11.27%-0.1pp | 133.59%-122.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,204 | $1,565-23.0% | $2,424-50.3% | $2,756-56.3% |
| Participant deferral / active EE | $2,713 | $4,036-32.8% | $4,416-38.6% | $4,299-36.9% |
| Admin fee / account holder | $258 | $6,959-96.3% | $8,291-96.9% | $6,940-96.3% |