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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 | $146,011 | $47,944+204.5% | $67,834+115.2% | $62,881+132.2% |
| Participation rate | 65.4% | 61.1%+4.3pp | 68.8%-3.4pp | 69.3%-3.9pp |
| Annual return | 5.98% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,947 | $1,562+24.6% | $2,403-19.0% | $2,281-14.7% |
| Participant deferral / active EE | $3,128 | $2,247+39.2% | $3,160-1.0% | $3,203-2.4% |
| Admin fee / account holder | $141 | $3,712-96.2% | $4,622-96.9% | $4,296-96.7% |