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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 | $22,841 | $58,493-61.0% | $84,021-72.8% | $72,975-68.7% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 29.11% | 28.93%+0.2pp | 71.32%-42.2pp | 81.01%-51.9pp |
| Employer contribution / active EE | $3,831 | $1,163+229.4% | $1,984+93.1% | $2,440+57.0% |
| Participant deferral / active EE | $2,412 | $2,394+0.8% | $3,239-25.5% | $3,608-33.1% |
| Admin fee / account holder | $9 | $4,569-99.8% | $6,102-99.8% | $5,124-99.8% |