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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 | $91,018 | $185,141-50.8% | $153,416-40.7% | $155,188-41.3% |
| Participation rate | 35.7% | 79.9%-44.2pp | 74.3%-38.6pp | 80.8%-45.1pp |
| Annual return | 20.39% | 18.72%+1.7pp | 17.84%+2.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,585 | $4,489-42.4% | $3,764-31.3% | $4,248-39.1% |
| Participant deferral / active EE | $7,212 | $5,477+31.7% | $4,723+52.7% | $6,531+10.4% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |