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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 | $160,491 | $99,345+61.5% | $84,753+89.4% | $273,972-41.4% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 5.13% | 22.93%-17.8pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,694 | $4,214-36.1% | $3,574-24.6% | $4,869-44.7% |
| Participant deferral / active EE | $5,994 | $4,270+40.4% | $3,712+61.5% | $5,287+13.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |