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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 | $121,296 | $46,877+158.8% | $122,354-0.9% | $70,126+73.0% |
| Participation rate | 63.6% | 58.2%+5.4pp | 71.6%-8.0pp | 69.5%-5.9pp |
| Annual return | 16.30% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,347 | $1,288+4.6% | $4,051-66.7% | $2,343-42.5% |
| Participant deferral / active EE | $4,551 | $2,167+110.0% | $3,287+38.5% | $3,332+36.6% |
| Admin fee / account holder | $284 | $3,324-91.5% | $5,479-94.8% | $4,645-93.9% |