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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 | $71,582 | $102,245-30.0% | $89,340-19.9% | $137,256-47.8% |
| Participation rate | 58.3% | 74.9%-16.6pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 22.70% | 21.89%+0.8pp | 20.57%+2.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,670 | $2,529+45.1% | $2,231+64.5% | $4,156-11.7% |
| Participant deferral / active EE | $8,559 | $4,436+92.9% | $3,823+123.9% | $6,407+33.6% |
| Admin fee / account holder | $29 | $8,085-99.6% | $6,704-99.6% | $12,270-99.8% |