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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 | $245,562 | $105,623+132.5% | $87,502+180.6% | $273,972-10.4% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 7.04% | 12.26%-5.2pp | 12.21%-5.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,277 | $3,141-59.3% | $2,550-49.9% | $4,869-73.8% |
| Participant deferral / active EE | $4,791 | $3,601+33.1% | $3,149+52.2% | $5,287-9.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |