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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 | $68,101 | $60,349+12.8% | $74,184-8.2% | $62,881+8.3% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 13.26% | 21.38%-8.1pp | 17.74%-4.5pp | 20.14%-6.9pp |
| Employer contribution / active EE | $3,359 | $1,680+99.9% | $2,370+41.7% | $2,281+47.3% |
| Participant deferral / active EE | $7,639 | $2,856+167.4% | $3,550+115.2% | $3,203+138.5% |
| Admin fee / account holder | $189 | $4,261-95.6% | $5,586-96.6% | $4,296-95.6% |