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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 | $112,421 | $110,379+1.8% | $102,412+9.8% | $145,884-22.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.19% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,300 | $4,216-69.2% | $3,870-66.4% | $4,662-72.1% |
| Participant deferral / active EE | $5,183 | $5,622-7.8% | $5,060+2.4% | $6,690-22.5% |
| Admin fee / account holder | $53 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |