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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 | $66,617 | $57,590+15.7% | $86,233-22.7% | $82,448-19.2% |
| Participation rate | 42.3% | 57.9%-15.6pp | 69.0%-26.7pp | 68.1%-25.8pp |
| Annual return | 25.23% | 22.41%+2.8pp | 61.39%-36.2pp | 41.64%-16.4pp |
| Employer contribution / active EE | $2,093 | $1,655+26.4% | $2,504-16.4% | $2,551-18.0% |
| Participant deferral / active EE | $3,068 | $3,080-0.4% | $4,559-32.7% | $4,139-25.9% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |