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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 | $43,019 | $56,110-23.3% | $94,993-54.7% | $70,126-38.7% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.9%-10.2pp | 69.5%-5.9pp |
| Annual return | 15.49% | 51.02%-35.5pp | 27.14%-11.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,679 | $1,442+16.4% | $2,603-35.5% | $2,343-28.3% |
| Participant deferral / active EE | $3,849 | $2,391+61.0% | $3,317+16.1% | $3,332+15.5% |
| Admin fee / account holder | $58 | $3,456-98.3% | $4,960-98.8% | $4,645-98.8% |