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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 | $79,603 | $61,390+29.7% | $112,228-29.1% | $75,177+5.9% |
| Participation rate | 67.4% | 61.6%+5.8pp | 72.4%-5.0pp | 67.2%+0.2pp |
| Annual return | 14.40% | 28.47%-14.1pp | 30.23%-15.8pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,344 | $2,015-33.3% | $3,432-60.8% | $2,671-49.7% |
| Participant deferral / active EE | $4,700 | $3,108+51.2% | $4,800-2.1% | $4,126+13.9% |
| Admin fee / account holder | $218 | $4,862-95.5% | $7,752-97.2% | $5,651-96.1% |