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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 | $56,521 | $52,580+7.5% | $71,671-21.1% | $70,126-19.4% |
| Participation rate | 67.4% | 60.9%+6.5pp | 68.7%-1.4pp | 69.5%-2.1pp |
| Annual return | 12.60% | 20.25%-7.7pp | 20.65%-8.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,534 | $1,616-5.1% | $2,460-37.6% | $2,343-34.5% |
| Participant deferral / active EE | $2,269 | $2,386-4.9% | $3,438-34.0% | $3,332-31.9% |
| Admin fee / account holder | $50 | $3,653-98.6% | $5,558-99.1% | $4,645-98.9% |