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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 | $103,212 | $96,524+6.9% | $75,900+36.0% | $152,909-32.5% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 21.90% | 33.93%-12.0pp | 30.73%-8.8pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,245 | $3,311-32.2% | $2,501-10.2% | $4,764-52.9% |
| Participant deferral / active EE | $6,383 | $4,554+40.2% | $3,604+77.1% | $5,851+9.1% |
| Admin fee / account holder | $27 | $8,082-99.7% | $5,421-99.5% | $11,601-99.8% |