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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 | $81,702 | $72,177+13.2% | $115,037-29.0% | $59,633+37.0% |
| Participation rate | 68.0% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | 4.10% | 12.02%-7.9pp | 26.14%-22.0pp | 2041.40%-2037.3pp |
| Employer contribution / active EE | $1,504 | $2,841-47.1% | $4,608-67.4% | $2,203-31.7% |
| Participant deferral / active EE | $8,213 | $4,783+71.7% | $6,026+36.3% | $3,192+157.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |