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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 | $129,491 | $94,436+37.1% | $115,599+12.0% | $82,637+56.7% |
| Participation rate | 64.7% | 70.4%-5.7pp | 74.3%-9.6pp | 68.1%-3.3pp |
| Annual return | 19.48% | 18.37%+1.1pp | 111.10%-91.6pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,670 | $2,324-28.1% | $2,955-43.5% | $2,552-34.5% |
| Participant deferral / active EE | $4,110 | $3,955+3.9% | $4,889-15.9% | $4,126-0.4% |
| Admin fee / account holder | $223 | $10,328-97.8% | $12,841-98.3% | $7,339-97.0% |