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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 | $161,979 | $81,358+99.1% | $155,556+4.1% | $80,959+100.1% |
| Participation rate | 47.1% | 66.3%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 15.83% | 33.39%-17.6pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,736 | $3,106-11.9% | $4,675-41.5% | $2,757-0.8% |
| Participant deferral / active EE | $5,123 | $3,455+48.2% | $5,631-9.0% | $4,300+19.1% |
| Admin fee / account holder | $8 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |