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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 | $183,611 | $181,896+0.9% | $156,551+17.3% | $273,972-33.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 8.60% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,582 | $6,248-58.7% | $5,501-53.1% | $4,869-47.0% |
| Participant deferral / active EE | $6,275 | $5,550+13.1% | $4,871+28.8% | $5,287+18.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |