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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 | $97,289+22.6% | $92,805+28.5% | $155,188-23.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 81.17% | 29.03%+52.1pp | 31.59%+49.6pp | 148.84%-67.7pp |
| Employer contribution / active EE | $1,112 | $3,632-69.4% | $3,424-67.5% | $4,248-73.8% |
| Participant deferral / active EE | $3,330 | $8,795-62.1% | $8,448-60.6% | $6,531-49.0% |
| Admin fee / account holder | $185 | $12,015-98.5% | $10,911-98.3% | $14,480-98.7% |