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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 | $81,943 | $103,949-21.2% | $69,182+18.4% | $273,972-70.1% |
| Participation rate | 65.2% | 67.4%-2.1pp | 55.1%+10.1pp | 83.0%-17.8pp |
| Annual return | 8.93% | 35.28%-26.3pp | -21.93%+30.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,127 | $1,783-36.8% | $1,206-6.6% | $4,869-76.9% |
| Participant deferral / active EE | $2,766 | $2,716+1.8% | $1,897+45.8% | $5,287-47.7% |
| Admin fee / account holder | $138 | $3,671-96.2% | $2,697-94.9% | $10,133-98.6% |