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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 | $124,005 | $118,467+4.7% | $98,450+26.0% | $139,456-11.1% |
| Participation rate | 27.3% | 77.5%-50.2pp | 75.2%-47.9pp | 80.3%-53.1pp |
| Annual return | 18.20% | 18.95%-0.7pp | 21.16%-3.0pp | 373.45%-355.3pp |
| Employer contribution / active EE | $812 | $3,611-77.5% | $3,049-73.4% | $4,753-82.9% |
| Participant deferral / active EE | $3,194 | $5,393-40.8% | $4,739-32.6% | $6,711-52.4% |
| Admin fee / account holder | $25 | $14,057-99.8% | $8,961-99.7% | $11,407-99.8% |