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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 | $126,661-15.7% | $113,397-5.8% | $138,895-23.1% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.5%-13.3pp | 79.9%-16.8pp |
| Annual return | 41.56% | 25.05%+16.5pp | 23.20%+18.4pp | 145.39%-103.8pp |
| Employer contribution / active EE | $3,906 | $3,456+13.0% | $2,977+31.2% | $4,194-6.9% |
| Participant deferral / active EE | $4,828 | $5,693-15.2% | $5,076-4.9% | $6,396-24.5% |
| Admin fee / account holder | $280 | $14,549-98.1% | $11,957-97.7% | $12,562-97.8% |