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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 | $116,180 | $127,387-8.8% | $115,038+1.0% | $125,389-7.3% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | 1.63% | 31.28%-29.6pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,340 | $5,166-74.1% | $4,608-70.9% | $4,866-72.5% |
| Participant deferral / active EE | $3,300 | $6,423-48.6% | $6,026-45.2% | $5,352-38.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |