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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 | $161,476 | $153,769+5.0% | $133,975+20.5% | $273,972-41.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.1%-62.1pp | 83.0%-58.0pp |
| Annual return | 9.95% | 36.51%-26.6pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,123 | $6,029-64.8% | $5,211-59.3% | $4,869-56.4% |
| Participant deferral / active EE | $7,892 | $6,958+13.4% | $6,282+25.6% | $5,287+49.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |