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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 | $130,441 | $143,969-9.4% | $199,883-34.7% | $82,637+57.8% |
| Participation rate | 59.3% | 84.1%-24.9pp | 86.8%-27.5pp | 68.1%-8.8pp |
| Annual return | 24.85% | 25.67%-0.8pp | 43.81%-19.0pp | 53.51%-28.7pp |
| Employer contribution / active EE | $3,475 | $4,632-25.0% | $6,261-44.5% | $2,552+36.2% |
| Participant deferral / active EE | $4,928 | $6,937-29.0% | $9,138-46.1% | $4,126+19.4% |
| Admin fee / account holder | $0 | $14,597-100.0% | $17,268-100.0% | $7,339-100.0% |