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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 | $99,417 | $107,030-7.1% | $73,550+35.2% | $147,586-32.6% |
| Participation rate | 68.4% | 66.4%+2.0pp | 54.9%+13.5pp | 82.8%-14.4pp |
| Annual return | 14.79% | 38.25%-23.5pp | -15.16%+30.0pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,379 | $1,760-21.6% | $1,219+13.1% | $4,876-71.7% |
| Participant deferral / active EE | $3,409 | $2,458+38.7% | $1,804+88.9% | $5,439-37.3% |
| Admin fee / account holder | $143 | $3,055-95.3% | $2,320-93.9% | $10,886-98.7% |