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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 | $166,655 | $124,346+34.0% | $111,306+49.7% | $167,553-0.5% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 16.35% | 37.46%-21.1pp | 54.67%-38.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,135 | $3,438-67.0% | $2,732-58.5% | $4,840-76.6% |
| Participant deferral / active EE | $4,566 | $5,182-11.9% | $4,488+1.8% | $6,343-28.0% |
| Admin fee / account holder | $19 | $10,623-99.8% | $7,966-99.8% | $12,316-99.8% |