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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 | $116,116 | $99,875+16.3% | $146,866-20.9% | $86,983+33.5% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.5%-17.6pp | 69.5%-4.7pp |
| Annual return | 15.70% | 28.10%-12.4pp | 102.85%-87.2pp | 25.83%-10.1pp |
| Employer contribution / active EE | $968 | $3,224-70.0% | $4,425-78.1% | $2,584-62.6% |
| Participant deferral / active EE | $7,575 | $6,322+19.8% | $7,759-2.4% | $4,194+80.6% |
| Admin fee / account holder | $185 | $7,838-97.6% | $13,620-98.6% | $7,856-97.6% |