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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 | $80,666 | $91,559-11.9% | $133,971-39.8% | $79,852+1.0% |
| Participation rate | 65.9% | 73.3%-7.5pp | 79.8%-14.0pp | 69.6%-3.8pp |
| Annual return | 19.57% | 61.85%-42.3pp | 45.09%-25.5pp | 31.72%-12.1pp |
| Employer contribution / active EE | $3,069 | $2,384+28.7% | $3,919-21.7% | $2,471+24.2% |
| Participant deferral / active EE | $6,253 | $3,734+67.5% | $5,047+23.9% | $3,740+67.2% |
| Admin fee / account holder | $149 | $6,321-97.6% | $8,929-98.3% | $5,306-97.2% |