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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 | $108,680 | $89,370+21.6% | $141,197-23.0% | $72,976+48.9% |
| Participation rate | 52.6% | 75.1%-22.5pp | 82.5%-29.8pp | 69.5%-16.9pp |
| Annual return | 28.01% | 111.88%-83.9pp | 71.41%-43.4pp | 81.02%-53.0pp |
| Employer contribution / active EE | $1,470 | $3,115-52.8% | $4,736-69.0% | $2,440-39.7% |
| Participant deferral / active EE | $4,230 | $5,419-21.9% | $6,710-37.0% | $3,608+17.3% |
| Admin fee / account holder | $79 | $5,957-98.7% | $10,265-99.2% | $5,124-98.5% |