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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 | $92,011 | $77,814+18.2% | $158,223-41.8% | $86,983+5.8% |
| Participation rate | 68.0% | 68.4%-0.4pp | 79.2%-11.2pp | 69.5%-1.5pp |
| Annual return | 15.30% | 30.54%-15.2pp | 52.09%-36.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $3,896 | $2,592+50.3% | $4,109-5.2% | $2,584+50.7% |
| Participant deferral / active EE | $4,898 | $3,270+49.8% | $5,467-10.4% | $4,194+16.8% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |