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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 | $70,284 | $65,712+7.0% | $57,196+22.9% | $273,972-74.3% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 4.99% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,204 | $3,280-63.3% | $2,683-55.1% | $4,869-75.3% |
| Participant deferral / active EE | $4,365 | $3,782+15.4% | $3,096+41.0% | $5,287-17.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |