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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 | $36,771 | $57,140-35.6% | $85,240-56.9% | $80,959-54.6% |
| Participation rate | 67.7% | 56.4%+11.3pp | 67.5%+0.2pp | 67.7%+0.1pp |
| Annual return | 21.84% | 21.71%+0.1pp | 66.75%-44.9pp | 35.67%-13.8pp |
| Employer contribution / active EE | $4,572 | $1,802+153.7% | $2,735+67.1% | $2,757+65.8% |
| Participant deferral / active EE | $6,005 | $3,115+92.8% | $4,527+32.6% | $4,300+39.6% |
| Admin fee / account holder | $181 | $4,992-96.4% | $6,165-97.1% | $6,925-97.4% |