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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 | $61,165 | $51,708+18.3% | $106,619-42.6% | $62,881-2.7% |
| Participation rate | 64.0% | 66.9%-2.9pp | 78.0%-14.0pp | 69.3%-5.3pp |
| Annual return | 9.35% | 4.69%+4.7pp | 9.42%-0.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,403 | $1,764-20.4% | $3,947-64.4% | $2,281-38.5% |
| Participant deferral / active EE | $5,655 | $2,315+144.3% | $3,930+43.9% | $3,203+76.6% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |