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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 | $125,257 | $73,988+69.3% | $96,538+29.7% | $75,177+66.6% |
| Participation rate | 28.9% | 66.4%-37.5pp | 74.3%-45.4pp | 67.2%-38.3pp |
| Annual return | 18.94% | 26.73%-7.8pp | 35.74%-16.8pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,318 | $2,930-55.0% | $3,740-64.8% | $2,671-50.7% |
| Participant deferral / active EE | $3,645 | $3,660-0.4% | $4,880-25.3% | $4,126-11.7% |
| Admin fee / account holder | $106 | $5,220-98.0% | $6,737-98.4% | $5,651-98.1% |