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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 | $75,863 | $84,236-9.9% | $170,435-55.5% | $70,126+8.2% |
| Participation rate | 68.6% | 70.8%-2.3pp | 83.6%-15.0pp | 69.5%-1.0pp |
| Annual return | 19.00% | 23.06%-4.1pp | 205.94%-186.9pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,063 | $3,387-39.1% | $5,432-62.0% | $2,343-11.9% |
| Participant deferral / active EE | $3,099 | $3,086+0.4% | $4,939-37.3% | $3,332-7.0% |
| Admin fee / account holder | $25 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |