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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 | $101,476 | $108,212-6.2% | $77,513+30.9% | $158,966-36.2% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 26.88% | 31.67%-4.8pp | 54.81%-27.9pp | 302.95%-276.1pp |
| Employer contribution / active EE | $1,147 | $1,325-13.4% | $987+16.3% | $4,762-75.9% |
| Participant deferral / active EE | $2,161 | $2,455-12.0% | $1,861+16.1% | $5,983-63.9% |
| Admin fee / account holder | $19 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |