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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 | $90,398 | $93,064-2.9% | $74,577+21.2% | $273,972-67.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.19% | 26.18%-20.0pp | 20.47%-14.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,126 | $3,160-64.4% | $2,525-55.4% | $4,869-76.9% |
| Participant deferral / active EE | $4,888 | $4,160+17.5% | $3,458+41.3% | $5,287-7.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |