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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 | $122,864 | $57,119+115.1% | $85,187+44.2% | $80,935+51.8% |
| Participation rate | 64.4% | 56.4%+8.0pp | 67.5%-3.1pp | 67.7%-3.2pp |
| Annual return | 16.01% | 21.70%-5.7pp | 66.67%-50.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,057 | $1,802+14.2% | $2,732-24.7% | $2,757-25.4% |
| Participant deferral / active EE | $4,758 | $3,115+52.7% | $4,525+5.1% | $4,299+10.7% |
| Admin fee / account holder | $129 | $4,990-97.4% | $6,162-97.9% | $6,924-98.1% |