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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 | $76,799 | $84,236-8.8% | $170,435-54.9% | $70,126+9.5% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 17.60% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,572 | $3,387-24.1% | $5,432-52.7% | $2,343+9.8% |
| Participant deferral / active EE | $4,959 | $3,086+60.7% | $4,939+0.4% | $3,332+48.8% |
| Admin fee / account holder | $293 | $5,698-94.9% | $13,881-97.9% | $4,645-93.7% |