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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 | $126,607 | $124,213+1.9% | $118,106+7.2% | $154,746-18.2% |
| Participation rate | 44.4% | 83.6%-39.2pp | 81.9%-37.4pp | 80.7%-36.3pp |
| Annual return | 17.17% | 18.29%-1.1pp | 19.44%-2.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,008 | $4,905-18.3% | $4,698-14.7% | $4,379-8.5% |
| Participant deferral / active EE | $6,414 | $6,859-6.5% | $6,619-3.1% | $6,730-4.7% |
| Admin fee / account holder | $15 | $9,627-99.8% | $8,973-99.8% | $14,365-99.9% |