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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 | $114,821 | $112,935+1.7% | $90,970+26.2% | $158,966-27.8% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 18.07% | 215.79%-197.7pp | 134.58%-116.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,154 | $2,895-60.1% | $2,122-45.6% | $4,762-75.8% |
| Participant deferral / active EE | $4,314 | $4,129+4.5% | $3,373+27.9% | $5,983-27.9% |
| Admin fee / account holder | $276 | $8,045-96.6% | $5,960-95.4% | $11,250-97.5% |