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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 | $110,740 | $99,345+11.5% | $84,753+30.7% | $273,972-59.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 4.21% | 22.93%-18.7pp | 22.78%-18.6pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,344 | $4,214-44.4% | $3,574-34.4% | $4,869-51.8% |
| Participant deferral / active EE | $4,900 | $4,270+14.8% | $3,712+32.0% | $5,287-7.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |