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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 | $119,275 | $102,609+16.2% | $98,090+21.6% | $138,895-14.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 81.17% | 36.44%+44.7pp | 37.05%+44.1pp | 145.39%-64.2pp |
| Employer contribution / active EE | $1,112 | $3,867-71.3% | $3,606-69.2% | $4,194-73.5% |
| Participant deferral / active EE | $3,330 | $8,167-59.2% | $7,845-57.6% | $6,396-47.9% |
| Admin fee / account holder | $185 | $11,434-98.4% | $11,815-98.4% | $12,562-98.5% |