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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 | $46,441 | $37,156+25.0% | $83,854-44.6% | $86,983-46.6% |
| Participation rate | 59.0% | 49.1%+9.9pp | 59.1%-0.1pp | 69.5%-10.6pp |
| Annual return | 18.15% | 29.88%-11.7pp | 31.39%-13.2pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,145 | $661+73.2% | $1,017+12.6% | $2,584-55.7% |
| Participant deferral / active EE | $3,402 | $1,418+139.9% | $2,035+67.2% | $4,194-18.9% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |