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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 | $171,722 | $136,860+25.5% | $120,344+42.7% | $154,746+11.0% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 19.37% | 21.38%-2.0pp | 20.30%-0.9pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,333 | $3,533-62.3% | $3,020-55.9% | $4,379-69.6% |
| Participant deferral / active EE | $5,830 | $5,793+0.6% | $5,135+13.5% | $6,730-13.4% |
| Admin fee / account holder | $40 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |