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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 | $57,566 | $53,774+7.1% | $134,162-57.1% | $79,852-27.9% |
| Participation rate | 65.5% | 58.8%+6.7pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | 19.78% | 19.01%+0.8pp | 36.35%-16.6pp | 31.72%-11.9pp |
| Employer contribution / active EE | $802 | $1,322-39.3% | $3,705-78.4% | $2,471-67.5% |
| Participant deferral / active EE | $2,818 | $2,420+16.5% | $3,500-19.5% | $3,740-24.7% |
| Admin fee / account holder | $112 | $3,985-97.2% | $6,685-98.3% | $5,306-97.9% |