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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 | $109,917 | $75,935+44.8% | $60,547+81.5% | $125,389-12.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | 4.37% | -5.38%+9.8pp | 335.64%-331.3pp | 282.24%-277.9pp |
| Employer contribution / active EE | $2,000 | $3,438-41.8% | $2,419-17.3% | $4,866-58.9% |
| Participant deferral / active EE | $4,587 | $4,506+1.8% | $3,328+37.9% | $5,352-14.3% |
| Admin fee / account holder | $128 | $6,768-98.1% | $4,536-97.2% | $9,541-98.7% |