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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 | $76,011 | $115,225-34.0% | $100,712-24.5% | $138,895-45.3% |
| Participation rate | 69.6% | 74.3%-4.8pp | 69.3%+0.3pp | 79.9%-10.4pp |
| Annual return | 18.99% | 40.35%-21.4pp | 33.27%-14.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,698 | $2,771-2.6% | $2,313+16.7% | $4,194-35.7% |
| Participant deferral / active EE | $6,300 | $4,699+34.1% | $4,085+54.2% | $6,396-1.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |