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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 | $167,415-36.2% | $140,514-24.0% | $198,609-46.2% |
| Participation rate | 63.2% | 80.9%-17.7pp | 77.8%-14.6pp | 82.4%-19.2pp |
| Annual return | 41.56% | 13.85%+27.7pp | 14.36%+27.2pp | 202.70%-161.1pp |
| Employer contribution / active EE | $3,906 | $4,088-4.4% | $3,378+15.6% | $5,055-22.7% |
| Participant deferral / active EE | $4,828 | $5,579-13.5% | $4,919-1.8% | $6,977-30.8% |
| Admin fee / account holder | $280 | $16,730-98.3% | $13,697-98.0% | $19,030-98.5% |