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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 | $111,394 | $101,795+9.4% | $165,100-32.5% | $80,959+37.6% |
| Participation rate | 50.8% | 71.8%-21.0pp | 78.6%-27.8pp | 67.7%-16.9pp |
| Annual return | 19.20% | 16.73%+2.5pp | 70.21%-51.0pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,348 | $2,954-54.4% | $4,348-69.0% | $2,757-51.1% |
| Participant deferral / active EE | $4,755 | $4,476+6.2% | $6,035-21.2% | $4,300+10.6% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |