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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 | $137,459 | $111,535+23.2% | $105,223+30.6% | $137,256+0.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 20.20% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,649 | $3,939-58.1% | $3,689-55.3% | $4,156-60.3% |
| Participant deferral / active EE | $4,596 | $5,500-16.4% | $5,072-9.4% | $6,407-28.3% |
| Admin fee / account holder | $297 | $9,721-96.9% | $8,859-96.6% | $12,270-97.6% |