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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 | $51,277 | $46,599+10.0% | $64,101-20.0% | $75,173-31.8% |
| Participation rate | 64.8% | 65.9%-1.2pp | 72.3%-7.5pp | 67.2%-2.4pp |
| Annual return | 21.49% | 26.06%-4.6pp | 33.72%-12.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $4,114 | $1,975+108.2% | $2,749+49.7% | $2,671+54.0% |
| Participant deferral / active EE | $3,605 | $2,837+27.1% | $3,881-7.1% | $4,126-12.6% |
| Admin fee / account holder | $77 | $2,956-97.4% | $3,070-97.5% | $5,651-98.6% |