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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 | $106,297 | $77,908+36.4% | $149,696-29.0% | $75,173+41.4% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.2pp | 67.2%-1.6pp |
| Annual return | 15.68% | 31.73%-16.0pp | 134.46%-118.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,702 | $3,138-45.8% | $4,821-64.7% | $2,671-36.3% |
| Participant deferral / active EE | $3,772 | $3,411+10.6% | $5,682-33.6% | $4,126-8.6% |
| Admin fee / account holder | $293 | $5,950-95.1% | $13,212-97.8% | $5,651-94.8% |