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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 | $57,073-35.6% | $85,126-56.8% | $80,925-54.6% |
| Participation rate | 67.7% | 56.4%+11.3pp | 67.5%+0.2pp | 67.7%+0.1pp |
| Annual return | 21.84% | 21.69%+0.1pp | 66.63%-44.8pp | 35.65%-13.8pp |
| Employer contribution / active EE | $4,572 | $1,801+153.9% | $2,731+67.4% | $2,756+65.9% |
| Participant deferral / active EE | $6,005 | $3,113+92.9% | $4,523+32.7% | $4,299+39.7% |
| Admin fee / account holder | $181 | $4,988-96.4% | $6,160-97.1% | $6,940-97.4% |