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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 | $59,560 | $48,364+23.1% | $71,796-17.0% | $62,881-5.3% |
| Participation rate | 57.4% | 60.6%-3.2pp | 69.1%-11.7pp | 69.3%-11.9pp |
| Annual return | 8.74% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,052 | $1,042+1.0% | $1,924-45.3% | $2,281-53.9% |
| Participant deferral / active EE | $2,726 | $2,091+30.3% | $2,794-2.5% | $3,203-14.9% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |