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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 | $92,926 | $86,922+6.9% | $102,438-9.3% | $80,874+14.9% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 15.50% | 18.90%-3.4pp | 29.37%-13.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,004 | $2,369-15.4% | $3,024-33.7% | $2,756-27.3% |
| Participant deferral / active EE | $4,315 | $4,119+4.8% | $5,054-14.6% | $4,297+0.4% |
| Admin fee / account holder | $284 | $8,050-96.5% | $9,448-97.0% | $6,935-95.9% |