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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 | $87,745 | $65,367+34.2% | $92,915-5.6% | $72,976+20.2% |
| Participation rate | 33.3% | 68.3%-35.0pp | 76.0%-42.7pp | 69.5%-36.2pp |
| Annual return | 22.17% | 42.11%-19.9pp | 109.45%-87.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $2,738 | $2,594+5.6% | $3,653-25.1% | $2,440+12.2% |
| Participant deferral / active EE | $4,046 | $3,128+29.3% | $4,238-4.5% | $3,608+12.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |