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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 | $70,094 | $108,882-35.6% | $96,754-27.6% | $154,746-54.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 16.15% | 98.39%-82.2pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,649 | $3,018-12.2% | $2,679-1.1% | $4,379-39.5% |
| Participant deferral / active EE | $9,465 | $5,323+77.8% | $4,758+98.9% | $6,730+40.6% |
| Admin fee / account holder | $161 | $10,200-98.4% | $8,905-98.2% | $14,365-98.9% |