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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 | $81,276+99.3% | $155,574+4.1% | $80,925+100.2% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 15.83% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,736 | $3,103-11.8% | $4,676-41.5% | $2,756-0.7% |
| Participant deferral / active EE | $5,123 | $3,453+48.4% | $5,629-9.0% | $4,299+19.2% |
| Admin fee / account holder | $8 | $7,993-99.9% | $15,914-99.9% | $6,940-99.9% |