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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 | $119,271 | $136,307-12.5% | $106,619+11.9% | $273,972-56.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | 11.06% | 11.05%0pp | 9.42%+1.6pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,857 | $5,190-45.0% | $3,947-27.6% | $4,869-41.3% |
| Participant deferral / active EE | $12,004 | $4,969+141.6% | $3,930+205.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |