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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 | $117,813 | $81,446+44.7% | $103,374+14.0% | $80,874+45.7% |
| Participation rate | 58.8% | 66.9%-8.0pp | 74.5%-15.7pp | 67.6%-8.8pp |
| Annual return | 15.68% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,441 | $3,107-21.4% | $3,869-36.9% | $2,756-11.4% |
| Participant deferral / active EE | $4,747 | $3,870+22.7% | $5,058-6.1% | $4,297+10.5% |
| Admin fee / account holder | $232 | $6,715-96.5% | $8,394-97.2% | $6,935-96.7% |