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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 | $206,572 | $181,896+13.6% | $156,551+32.0% | $273,972-24.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 8.14% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,891 | $6,248-37.7% | $5,501-29.3% | $4,869-20.1% |
| Participant deferral / active EE | $5,738 | $5,550+3.4% | $4,871+17.8% | $5,287+8.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |