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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 | $167,991 | $181,896-7.6% | $156,551+7.3% | $273,972-38.7% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 10.83% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,169 | $6,248-65.3% | $5,501-60.6% | $4,869-55.4% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |