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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 | $81,504+44.5% | $102,437+15.0% | $80,959+45.5% |
| Participation rate | 58.8% | 66.9%-8.0pp | 74.5%-15.7pp | 67.7%-8.8pp |
| Annual return | 15.68% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,441 | $3,104-21.3% | $3,871-36.9% | $2,757-11.5% |
| Participant deferral / active EE | $4,747 | $3,871+22.6% | $5,060-6.2% | $4,300+10.4% |
| Admin fee / account holder | $232 | $6,719-96.5% | $8,388-97.2% | $6,925-96.6% |