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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 | $98,772 | $69,977+41.1% | $108,582-9.0% | $62,881+57.1% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 6.47% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,408 | $2,135+12.8% | $3,758-35.9% | $2,281+5.6% |
| Participant deferral / active EE | $3,748 | $3,165+18.4% | $4,311-13.1% | $3,203+17.0% |
| Admin fee / account holder | $20 | $5,076-99.6% | $7,645-99.7% | $4,296-99.5% |