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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 | $135,732 | $85,024+59.6% | $70,544+92.4% | $139,466-2.7% |
| Participation rate | 31.3% | 73.9%-42.7pp | 68.4%-37.1pp | 80.3%-49.1pp |
| Annual return | 16.02% | 30.39%-14.4pp | 32.79%-16.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,234 | $3,912-68.5% | $2,976-58.5% | $4,754-74.0% |
| Participant deferral / active EE | $4,458 | $5,891-24.3% | $4,568-2.4% | $6,712-33.6% |
| Admin fee / account holder | $58 | $8,928-99.3% | $6,427-99.1% | $11,409-99.5% |