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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 | $117,904+3.0% | $102,457+18.5% | $145,978-16.8% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 11.09% | 31.80%-20.7pp | 29.41%-18.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $963 | $3,613-73.3% | $3,022-68.1% | $4,662-79.3% |
| Participant deferral / active EE | $1,947 | $5,733-66.0% | $5,054-61.5% | $6,690-70.9% |
| Admin fee / account holder | $51 | $13,329-99.6% | $9,451-99.5% | $13,400-99.6% |