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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 | $153,836 | $99,345+54.8% | $84,753+81.5% | $273,972-43.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.65% | 22.93%-12.3pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $5,043 | $4,214+19.7% | $3,574+41.1% | $4,869+3.6% |
| Participant deferral / active EE | $10,607 | $4,270+148.4% | $3,712+185.8% | $5,287+100.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |