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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 | $95,312 | $72,273+31.9% | $101,275-5.9% | $79,856+19.4% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 11.55% | 22.30%-10.7pp | 46.48%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,647 | $2,691-38.8% | $3,660-55.0% | $2,471-33.4% |
| Participant deferral / active EE | $3,269 | $3,282-0.4% | $4,371-25.2% | $3,741-12.6% |
| Admin fee / account holder | $131 | $4,401-97.0% | $5,948-97.8% | $5,306-97.5% |