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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 | $106,746 | $96,731+10.4% | $123,973-13.9% | $86,983+22.7% |
| Participation rate | 46.2% | 70.0%-23.9pp | 76.7%-30.5pp | 69.5%-23.4pp |
| Annual return | 13.74% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,096 | $3,297-66.8% | $4,126-73.4% | $2,584-57.6% |
| Participant deferral / active EE | $3,335 | $4,152-19.7% | $5,247-36.4% | $4,194-20.5% |
| Admin fee / account holder | $20 | $8,722-99.8% | $11,799-99.8% | $7,856-99.7% |