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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 | $111,631 | $108,882+2.5% | $96,754+15.4% | $154,746-27.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 22.54% | 98.39%-75.8pp | 82.04%-59.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,100 | $3,018-63.6% | $2,679-58.9% | $4,379-74.9% |
| Participant deferral / active EE | $14,933 | $5,323+180.6% | $4,758+213.9% | $6,730+121.9% |
| Admin fee / account holder | $61 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |