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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 | $86,940+6.9% | $102,434-9.3% | $80,935+14.8% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 15.50% | 18.89%-3.4pp | 29.46%-14.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,004 | $2,370-15.4% | $3,023-33.7% | $2,757-27.3% |
| Participant deferral / active EE | $4,315 | $4,121+4.7% | $5,055-14.6% | $4,299+0.4% |
| Admin fee / account holder | $284 | $8,047-96.5% | $9,462-97.0% | $6,924-95.9% |