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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 | $45,500 | $67,602-32.7% | $82,312-44.7% | $70,126-35.1% |
| Participation rate | 62.2% | 72.8%-10.6pp | 76.9%-14.7pp | 69.5%-7.4pp |
| Annual return | 16.35% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,053 | $1,755+17.0% | $2,428-15.5% | $2,343-12.4% |
| Participant deferral / active EE | $1,727 | $2,987-42.2% | $3,706-53.4% | $3,332-48.2% |
| Admin fee / account holder | $188 | $4,512-95.8% | $5,608-96.6% | $4,645-96.0% |