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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 | $81,487+8.8% | $102,412-13.4% | $80,935+9.6% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.6pp | 67.7%+0.2pp |
| Annual return | 23.88% | 25.60%-1.7pp | 24.94%-1.1pp | 35.66%-11.8pp |
| Employer contribution / active EE | $2,405 | $3,103-22.5% | $3,870-37.9% | $2,757-12.8% |
| Participant deferral / active EE | $4,963 | $3,871+28.2% | $5,060-1.9% | $4,299+15.4% |
| Admin fee / account holder | $3 | $6,717-99.9% | $8,388-100.0% | $6,924-100.0% |