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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 | $177,161 | $181,896-2.6% | $156,551+13.2% | $273,972-35.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,167 | $6,248-49.3% | $5,501-42.4% | $4,869-35.0% |
| Participant deferral / active EE | $5,785 | $5,550+4.2% | $4,871+18.8% | $5,287+9.4% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |