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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 | $138,204 | $153,769-10.1% | $133,975+3.2% | $273,972-49.6% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 14.75% | 36.51%-21.8pp | 29.29%-14.5pp | 41.46%-26.7pp |
| Employer contribution / active EE | $1,679 | $6,029-72.2% | $5,211-67.8% | $4,869-65.5% |
| Participant deferral / active EE | $6,171 | $6,958-11.3% | $6,282-1.8% | $5,287+16.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |