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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 | $108,110 | $103,000+5.0% | $90,300+19.7% | $152,885-29.3% |
| Participation rate | 65.2% | 75.9%-10.6pp | 73.3%-8.1pp | 82.5%-17.2pp |
| Annual return | 21.34% | 95.19%-73.9pp | 78.11%-56.8pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,807 | $3,138-42.4% | $2,854-36.7% | $4,763-62.1% |
| Participant deferral / active EE | $3,826 | $4,281-10.6% | $3,884-1.5% | $5,851-34.6% |
| Admin fee / account holder | $222 | $6,173-96.4% | $5,353-95.8% | $11,598-98.1% |