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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 | $88,665 | $81,457+8.8% | $103,378-14.2% | $80,911+9.6% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.7pp | 67.6%+0.2pp |
| Annual return | 23.88% | 25.58%-1.7pp | 24.91%-1.0pp | 35.63%-11.8pp |
| Employer contribution / active EE | $2,405 | $3,107-22.6% | $3,870-37.9% | $2,756-12.7% |
| Participant deferral / active EE | $4,963 | $3,871+28.2% | $5,058-1.9% | $4,297+15.5% |
| Admin fee / account holder | $3 | $6,717-99.9% | $8,401-100.0% | $6,935-100.0% |