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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 | $135,767 | $56,484+140.4% | $169,452-19.9% | $64,181+111.5% |
| Participation rate | 60.0% | 64.5%-4.5pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | -5.30% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,589 | $1,832+41.3% | $4,157-37.7% | $2,381+8.8% |
| Participant deferral / active EE | $5,308 | $3,448+54.0% | $5,277+0.6% | $3,470+53.0% |
| Admin fee / account holder | $9 | $4,174-99.8% | $9,110-99.9% | $4,887-99.8% |