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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 | $106,836 | $136,860-21.9% | $120,344-11.2% | $154,746-31.0% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 41.56% | 21.38%+20.2pp | 20.30%+21.3pp | 172.34%-130.8pp |
| Employer contribution / active EE | $3,906 | $3,533+10.5% | $3,020+29.3% | $4,379-10.8% |
| Participant deferral / active EE | $4,828 | $5,793-16.7% | $5,135-6.0% | $6,730-28.3% |
| Admin fee / account holder | $280 | $15,393-98.2% | $12,742-97.8% | $14,365-98.0% |