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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 | $98,719 | $93,064+6.1% | $74,577+32.4% | $273,972-64.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 13.48% | 26.18%-12.7pp | 20.47%-7.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,581 | $3,160-50.0% | $2,525-37.4% | $4,869-67.5% |
| Participant deferral / active EE | $4,706 | $4,160+13.1% | $3,458+36.1% | $5,287-11.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |