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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 | $172,983 | $147,556+17.2% | $129,031+34.1% | $198,609-12.9% |
| Participation rate | 30.8% | 77.2%-46.5pp | 73.4%-42.6pp | 82.4%-51.6pp |
| Annual return | 11.40% | 37.41%-26.0pp | 34.67%-23.3pp | 202.70%-191.3pp |
| Employer contribution / active EE | $2,206 | $3,645-39.5% | $3,226-31.6% | $5,055-56.4% |
| Participant deferral / active EE | $3,708 | $5,760-35.6% | $5,217-28.9% | $6,977-46.9% |
| Admin fee / account holder | $167 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |