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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 | $55,226 | $58,828-6.1% | $78,002-29.2% | $62,881-12.2% |
| Participation rate | 69.2% | 71.1%-1.8pp | 75.5%-6.3pp | 69.3%-0.1pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $659 | $1,672-60.6% | $2,470-73.3% | $2,281-71.1% |
| Participant deferral / active EE | $2,856 | $2,686+6.4% | $3,497-18.3% | $3,203-10.8% |
| Admin fee / account holder | $69 | $4,393-98.4% | $5,481-98.7% | $4,296-98.4% |