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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 | $58,939 | $52,884+11.5% | $84,753-30.5% | $55,167+6.8% |
| Participation rate | 67.3% | 67.5%-0.2pp | 76.6%-9.3pp | 69.0%-1.7pp |
| Annual return | 5.96% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,431 | $2,233-35.9% | $3,574-60.0% | $1,963-27.1% |
| Participant deferral / active EE | $2,755 | $2,644+4.2% | $3,712-25.8% | $3,054-9.8% |
| Admin fee / account holder | $7 | $581-98.8% | $5,333-99.9% | $504-98.6% |