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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 | $104,444 | $72,471+44.1% | $94,215+10.9% | $86,983+20.1% |
| Participation rate | 65.0% | 63.9%+1.1pp | 70.0%-5.0pp | 69.5%-4.5pp |
| Annual return | 15.48% | 26.44%-11.0pp | 28.22%-12.7pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,138 | $1,936+10.4% | $2,675-20.1% | $2,584-17.3% |
| Participant deferral / active EE | $6,506 | $3,397+91.5% | $4,276+52.2% | $4,194+55.1% |
| Admin fee / account holder | $42 | $6,468-99.4% | $10,216-99.6% | $7,856-99.5% |