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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 | $61,543 | $69,118-11.0% | $53,647+14.7% | $138,895-55.7% |
| Participation rate | 58.3% | 64.0%-5.6pp | 56.3%+2.1pp | 79.9%-21.6pp |
| Annual return | 16.33% | 248.26%-231.9pp | 358.33%-342.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,363 | $1,189+14.6% | $962+41.7% | $4,194-67.5% |
| Participant deferral / active EE | $1,657 | $2,274-27.2% | $1,813-8.6% | $6,396-74.1% |
| Admin fee / account holder | $150 | $2,724-94.5% | $2,460-93.9% | $12,562-98.8% |