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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 | $88,190 | $88,672-0.5% | $105,223-16.2% | $82,448+7.0% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 18.54% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,577 | $3,048-15.5% | $3,689-30.1% | $2,551+1.0% |
| Participant deferral / active EE | $4,588 | $4,036+13.7% | $5,072-9.5% | $4,139+10.8% |
| Admin fee / account holder | $183 | $7,146-97.4% | $8,859-97.9% | $7,234-97.5% |