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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 | $120,371 | $109,372+10.1% | $89,414+34.6% | $158,966-24.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 18.40% | 345.55%-327.2pp | 245.50%-227.1pp | 302.95%-284.5pp |
| Employer contribution / active EE | $940 | $3,171-70.4% | $2,586-63.6% | $4,762-80.3% |
| Participant deferral / active EE | $4,660 | $4,598+1.3% | $3,890+19.8% | $5,983-22.1% |
| Admin fee / account holder | $59 | $6,156-99.0% | $4,883-98.8% | $11,250-99.5% |