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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 | $61,060 | $65,712-7.1% | $57,196+6.8% | $273,972-77.7% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 19.16% | 22.01%-2.8pp | 14.59%+4.6pp | 41.46%-22.3pp |
| Employer contribution / active EE | $2,672 | $3,280-18.5% | $2,683-0.4% | $4,869-45.1% |
| Participant deferral / active EE | $4,943 | $3,782+30.7% | $3,096+59.6% | $5,287-6.5% |
| Admin fee / account holder | $238 | $4,838-95.1% | $3,141-92.4% | $10,133-97.6% |