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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 | $86,487 | $56,894+52.0% | $84,753+2.0% | $62,881+37.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 12.17% | 6.30%+5.9pp | 22.78%-10.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $2,544 | $2,400+6.0% | $3,574-28.8% | $2,281+11.5% |
| Participant deferral / active EE | $5,528 | $2,709+104.0% | $3,712+48.9% | $3,203+72.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |