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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 | $101,533 | $99,345+2.2% | $84,753+19.8% | $273,972-62.9% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 4.89% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,067 | $4,214-74.7% | $3,574-70.2% | $4,869-78.1% |
| Participant deferral / active EE | $3,329 | $4,270-22.0% | $3,712-10.3% | $5,287-37.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |