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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 | $136,443 | $107,368+27.1% | $92,915+46.8% | $152,909-10.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 19.00% | 145.64%-126.6pp | 109.45%-90.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,282 | $4,222-69.6% | $3,653-64.9% | $4,764-73.1% |
| Participant deferral / active EE | $2,765 | $4,848-43.0% | $4,238-34.8% | $5,851-52.8% |
| Admin fee / account holder | $146 | $7,082-97.9% | $5,796-97.5% | $11,601-98.7% |