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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 | $95,511 | $90,486+5.6% | $78,676+21.4% | $273,972-65.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 7.85% | 75.62%-67.8pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,642 | $3,175-48.3% | $2,850-42.4% | $4,869-66.3% |
| Participant deferral / active EE | $6,181 | $3,901+58.4% | $3,517+75.8% | $5,287+16.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |