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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 | $39,091 | $35,183+11.1% | $73,545-46.8% | $70,124-44.3% |
| Participation rate | 55.2% | 42.9%+12.2pp | 54.9%+0.2pp | 69.5%-14.4pp |
| Annual return | 18.32% | 26.90%-8.6pp | -15.16%+33.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $468 | $709-33.9% | $1,219-61.6% | $2,342-80.0% |
| Participant deferral / active EE | $2,328 | $1,220+90.9% | $1,806+28.9% | $3,332-30.1% |
| Admin fee / account holder | $84 | $2,302-96.3% | $2,320-96.4% | $4,645-98.2% |