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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 | $143,044 | $172,111-16.9% | $150,298-4.8% | $137,256+4.2% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 20.82% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,129 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $5,878 | $6,166-4.7% | $5,453+7.8% | $6,407-8.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |