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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 | $104,038 | $56,544+84.0% | $75,501+37.8% | $70,124+48.4% |
| Participation rate | 64.0% | 68.1%-4.1pp | 72.4%-8.4pp | 69.5%-5.5pp |
| Annual return | 12.30% | 23.59%-11.3pp | 27.35%-15.1pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,115 | $1,817-38.6% | $2,352-52.6% | $2,342-52.4% |
| Participant deferral / active EE | $5,089 | $2,580+97.3% | $3,142+62.0% | $3,332+52.8% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |