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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 | $108,268 | $105,623+2.5% | $87,502+23.7% | $273,972-60.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 6.52% | 12.26%-5.7pp | 12.21%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,096 | $3,141-1.4% | $2,550+21.4% | $4,869-36.4% |
| Participant deferral / active EE | $4,498 | $3,601+24.9% | $3,149+42.8% | $5,287-14.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |