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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 | $128,571 | $88,996+44.5% | $78,004+64.8% | $138,895-7.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.4%-13.9pp | 79.9%-24.4pp |
| Annual return | 21.36% | 28.03%-6.7pp | 31.07%-9.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,263 | $2,917-22.4% | $2,469-8.3% | $4,194-46.0% |
| Participant deferral / active EE | $8,174 | $4,724+73.0% | $4,092+99.8% | $6,396+27.8% |
| Admin fee / account holder | $56 | $8,807-99.4% | $7,578-99.3% | $12,562-99.6% |