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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 | $205,428 | $90,486+127.0% | $78,676+161.1% | $273,972-25.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.79% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,835 | $3,175+115.3% | $2,850+139.8% | $4,869+40.4% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $49 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |