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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 | $124,093 | $125,190-0.9% | $105,624+17.5% | $145,897-14.9% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 11.40% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,623 | $3,720-56.4% | $3,168-48.8% | $4,663-65.2% |
| Participant deferral / active EE | $5,050 | $5,716-11.7% | $5,013+0.7% | $6,689-24.5% |
| Admin fee / account holder | $59 | $17,138-99.7% | $10,961-99.5% | $13,390-99.6% |