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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 | $49,927 | $63,764-21.7% | $81,926-39.1% | $79,858-37.5% |
| Participation rate | 69.4% | 67.5%+1.9pp | 72.0%-2.5pp | 69.6%-0.2pp |
| Annual return | 24.51% | 22.66%+1.8pp | 29.49%-5.0pp | 31.72%-7.2pp |
| Employer contribution / active EE | $1,995 | $1,795+11.1% | $4,310-53.7% | $2,471-19.3% |
| Participant deferral / active EE | $5,594 | $2,780+101.2% | $7,108-21.3% | $3,740+49.6% |
| Admin fee / account holder | $12 | $4,426-99.7% | $5,159-99.8% | $5,306-99.8% |