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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 | $49,295 | $77,814-36.7% | $158,223-68.8% | $86,983-43.3% |
| Participation rate | 69.8% | 68.4%+1.4pp | 79.2%-9.4pp | 69.5%+0.3pp |
| Annual return | 17.77% | 30.54%-12.8pp | 52.09%-34.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $4,112 | $2,592+58.6% | $4,109+0.1% | $2,584+59.1% |
| Participant deferral / active EE | $3,277 | $3,270+0.2% | $5,467-40.1% | $4,194-21.9% |
| Admin fee / account holder | $139 | $5,879-97.6% | $16,047-99.1% | $7,856-98.2% |