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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 | $72,971 | $48,078+51.8% | $78,676-7.3% | $62,881+16.0% |
| Participation rate | 63.3% | 65.2%-1.9pp | 73.6%-10.2pp | 69.3%-6.0pp |
| Annual return | 18.64% | 31.36%-12.7pp | 62.19%-43.5pp | 20.14%-1.5pp |
| Employer contribution / active EE | $3,153 | $2,015+56.5% | $2,850+10.6% | $2,281+38.2% |
| Participant deferral / active EE | $2,917 | $2,587+12.7% | $3,517-17.1% | $3,203-8.9% |
| Admin fee / account holder | $221 | $3,206-93.1% | $4,510-95.1% | $4,296-94.9% |