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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 | $41,976 | $48,364-13.2% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 68.0% | 60.6%+7.4pp | 69.1%-1.1pp | 69.3%-1.3pp |
| Annual return | 7.88% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,643 | $1,042+153.7% | $1,924+37.4% | $2,281+15.9% |
| Participant deferral / active EE | $4,753 | $2,091+127.3% | $2,794+70.1% | $3,203+48.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |