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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 | $137,928 | $104,664+31.8% | $85,693+61.0% | $167,518-17.7% |
| Participation rate | 35.7% | 76.4%-40.7pp | 69.9%-34.1pp | 82.1%-46.4pp |
| Annual return | 13.35% | 21.45%-8.1pp | 21.49%-8.1pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,320 | $3,337-60.4% | $2,618-49.6% | $4,838-72.7% |
| Participant deferral / active EE | $4,401 | $4,824-8.8% | $3,923+12.2% | $6,342-30.6% |
| Admin fee / account holder | $134 | $10,032-98.7% | $6,874-98.0% | $12,312-98.9% |