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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 | $109,484 | $74,535+46.9% | $100,712+8.7% | $82,637+32.5% |
| Participation rate | 67.9% | 61.2%+6.7pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 16.49% | 18.92%-2.4pp | 33.27%-16.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,009 | $1,503+33.7% | $2,313-13.1% | $2,552-21.3% |
| Participant deferral / active EE | $6,702 | $3,074+118.0% | $4,085+64.0% | $4,126+62.4% |
| Admin fee / account holder | $1 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |