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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 | $159,517 | $59,123+169.8% | $77,183+106.7% | $75,181+112.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 14.64% | 26.72%-12.1pp | 37.89%-23.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,614 | $1,996-19.1% | $2,534-36.3% | $2,671-39.5% |
| Participant deferral / active EE | $3,816 | $2,999+27.2% | $3,833-0.4% | $4,126-7.5% |
| Admin fee / account holder | $263 | $4,776-94.5% | $5,475-95.2% | $5,650-95.3% |