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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 | $110,708 | $103,957+6.5% | $69,182+60.0% | $273,968-59.6% |
| Participation rate | 41.2% | 67.4%-26.2pp | 55.1%-13.9pp | 83.0%-41.8pp |
| Annual return | 5.58% | 35.28%-29.7pp | -21.94%+27.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,050 | $1,781-41.1% | $1,205-12.9% | $4,869-78.4% |
| Participant deferral / active EE | $3,521 | $2,716+29.6% | $1,896+85.6% | $5,287-33.4% |
| Admin fee / account holder | $296 | $3,671-92.0% | $2,697-89.0% | $10,132-97.1% |