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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 | $159,193 | $98,766+61.2% | $149,730+6.3% | $79,852+99.4% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.5%-18.7pp | 69.6%-5.8pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,251 | $3,217-30.0% | $4,645-51.5% | $2,471-8.9% |
| Participant deferral / active EE | $3,115 | $5,681-45.2% | $6,843-54.5% | $3,740-16.7% |
| Admin fee / account holder | $138 | $6,052-97.7% | $9,310-98.5% | $5,306-97.4% |