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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 | $93,716 | $56,894+64.7% | $84,753+10.6% | $62,881+49.0% |
| Participation rate | 67.6% | 68.5%-0.9pp | 76.6%-8.9pp | 69.3%-1.7pp |
| Annual return | 5.24% | 6.30%-1.1pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,962 | $2,400-18.3% | $3,574-45.1% | $2,281-14.0% |
| Participant deferral / active EE | $2,473 | $2,709-8.7% | $3,712-33.4% | $3,203-22.8% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |