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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 | $54,946 | $45,041+22.0% | $63,003-12.8% | $70,131-21.7% |
| Participation rate | 68.8% | 69.5%-0.8pp | 74.8%-6.1pp | 69.5%-0.8pp |
| Annual return | 17.08% | 18.76%-1.7pp | 87.59%-70.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $5,874 | $2,052+186.2% | $2,760+112.8% | $2,342+150.8% |
| Participant deferral / active EE | $10,173 | $2,465+312.6% | $3,329+205.6% | $3,332+205.3% |
| Admin fee / account holder | $116 | $2,836-95.9% | $3,600-96.8% | $4,645-97.5% |