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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 | $124,339 | $99,345+25.2% | $84,753+46.7% | $273,972-54.6% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,124 | $4,214+21.6% | $3,574+43.4% | $4,869+5.2% |
| Participant deferral / active EE | $3,647 | $4,270-14.6% | $3,712-1.7% | $5,287-31.0% |
| Admin fee / account holder | $155 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |