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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 | $92,817 | $103,164-10.0% | $90,259+2.8% | $154,746-40.0% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 15.12% | 19.25%-4.1pp | 18.88%-3.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,775 | $2,532-29.9% | $2,291-22.5% | $4,379-59.5% |
| Participant deferral / active EE | $6,611 | $4,422+49.5% | $3,827+72.8% | $6,730-1.8% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |