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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 | $138,605 | $106,749+29.8% | $145,433-4.7% | $82,448+68.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,517 | $3,444+2.1% | $4,554-22.8% | $2,551+37.9% |
| Participant deferral / active EE | $9,635 | $6,519+47.8% | $7,897+22.0% | $4,139+132.8% |
| Admin fee / account holder | $40 | $8,390-99.5% | $13,129-99.7% | $7,234-99.5% |