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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 | $95,277 | $93,346+2.1% | $71,796+32.7% | $273,972-65.2% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.1%-31.0pp | 83.0%-44.9pp |
| Annual return | 8.22% | 130.39%-122.2pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,395 | $2,733-12.4% | $1,924+24.5% | $4,869-50.8% |
| Participant deferral / active EE | $5,803 | $3,475+67.0% | $2,794+107.7% | $5,287+9.8% |
| Admin fee / account holder | $225 | $6,571-96.6% | $4,815-95.3% | $10,133-97.8% |