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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 | $104,199 | $101,063+3.1% | $81,473+27.9% | $147,586-29.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 18.90% | 32.41%-13.5pp | 38.78%-19.9pp | 578.59%-559.7pp |
| Employer contribution / active EE | $674 | $3,206-79.0% | $2,568-73.8% | $4,876-86.2% |
| Participant deferral / active EE | $1,854 | $4,242-56.3% | $3,537-47.6% | $5,439-65.9% |
| Admin fee / account holder | $31 | $5,812-99.5% | $4,561-99.3% | $10,886-99.7% |