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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 | $141,530 | $102,429+38.2% | $147,096-3.8% | $80,925+74.9% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.7%-16.1pp |
| Annual return | 17.18% | 135.02%-117.8pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,422 | $3,716-61.7% | $4,936-71.2% | $2,756-48.4% |
| Participant deferral / active EE | $6,152 | $6,649-7.5% | $8,071-23.8% | $4,299+43.1% |
| Admin fee / account holder | $20 | $7,957-99.8% | $13,005-99.8% | $6,940-99.7% |