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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 | $102,898 | $102,422+0.5% | $147,117-30.1% | $80,959+27.1% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,634 | $3,717-56.0% | $4,932-66.9% | $2,757-40.7% |
| Participant deferral / active EE | $5,435 | $6,652-18.3% | $8,065-32.6% | $4,300+26.4% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |