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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 | $79,588 | $58,600+35.8% | $83,327-4.5% | $64,173+24.0% |
| Participation rate | 60.6% | 72.0%-11.4pp | 77.8%-17.2pp | 69.6%-9.0pp |
| Annual return | 131.31% | 9.66%+121.7pp | 10.64%+120.7pp | 7.63%+123.7pp |
| Employer contribution / active EE | $3,640 | $2,098+73.5% | $3,379+7.7% | $2,381+52.9% |
| Participant deferral / active EE | $6,917 | $4,656+48.6% | $5,565+24.3% | $3,470+99.4% |
| Admin fee / account holder | $155 | $9,282-98.3% | $7,540-97.9% | $4,887-96.8% |