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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 | $142,972-8.8% | $214,702-39.2% | $86,983+50.0% |
| Participation rate | 59.3% | 84.9%-25.6pp | 87.5%-28.2pp | 69.5%-10.3pp |
| Annual return | 24.85% | 18.49%+6.4pp | 54.55%-29.7pp | 25.83%-1.0pp |
| Employer contribution / active EE | $3,475 | $4,635-25.0% | $6,461-46.2% | $2,584+34.5% |
| Participant deferral / active EE | $4,928 | $6,568-25.0% | $9,147-46.1% | $4,194+17.5% |
| Admin fee / account holder | $0 | $17,617-100.0% | $19,830-100.0% | $7,856-100.0% |