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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 | $121,408 | $117,859+3.0% | $102,438+18.5% | $145,959-16.8% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.8pp |
| Annual return | 11.09% | 31.72%-20.6pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $963 | $3,615-73.4% | $3,024-68.1% | $4,661-79.3% |
| Participant deferral / active EE | $1,947 | $5,732-66.0% | $5,054-61.5% | $6,689-70.9% |
| Admin fee / account holder | $51 | $13,318-99.6% | $9,448-99.5% | $13,398-99.6% |