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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 | $125,519 | $135,956-7.7% | $123,894+1.3% | $273,972-54.2% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 6.38% | 56.63%-50.3pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,989 | $5,170+54.5% | $4,617+73.0% | $4,869+64.1% |
| Participant deferral / active EE | $6,447 | $6,343+1.6% | $5,984+7.7% | $5,287+21.9% |
| Admin fee / account holder | $65 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |