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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 | $106,210 | $104,098+2.0% | $140,514-24.4% | $94,015+13.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 77.8%-77.8pp | 70.8%-70.8pp |
| Annual return | 24.84% | 15.14%+9.7pp | 14.36%+10.5pp | 17.84%+7.0pp |
| Employer contribution / active EE | $3,538 | $2,388+48.1% | $3,378+4.7% | $2,790+26.8% |
| Participant deferral / active EE | $6,594 | $4,033+63.5% | $4,919+34.1% | $4,249+55.2% |
| Admin fee / account holder | $189 | $10,439-98.2% | $13,697-98.6% | $8,951-97.9% |