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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 | $70,674 | $43,075+64.1% | $74,577-5.2% | $62,881+12.4% |
| Participation rate | 61.3% | 58.1%+3.2pp | 68.1%-6.8pp | 69.3%-8.0pp |
| Annual return | 14.21% | 17.50%-3.3pp | 20.47%-6.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,434 | $1,498-4.2% | $2,525-43.2% | $2,281-37.1% |
| Participant deferral / active EE | $3,002 | $2,389+25.6% | $3,458-13.2% | $3,203-6.3% |
| Admin fee / account holder | $258 | $2,840-90.9% | $4,138-93.8% | $4,296-94.0% |