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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 | $59,807 | $58,851+1.6% | $115,167-48.1% | $72,976-18.0% |
| Participation rate | 63.6% | 65.5%-1.9pp | 75.9%-12.3pp | 69.5%-5.9pp |
| Annual return | 22.13% | 23.16%-1.0pp | 35.60%-13.5pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,114 | $1,798-38.0% | $3,179-65.0% | $2,440-54.3% |
| Participant deferral / active EE | $2,257 | $2,643-14.6% | $4,169-45.9% | $3,608-37.4% |
| Admin fee / account holder | $135 | $6,370-97.9% | $7,089-98.1% | $5,124-97.4% |