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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 | $89,259+19.6% | $107,187-0.4% | $82,637+29.2% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 13.74% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,096 | $3,080-64.4% | $3,782-71.0% | $2,552-57.1% |
| Participant deferral / active EE | $3,335 | $4,037-17.4% | $5,096-34.5% | $4,126-19.2% |
| Admin fee / account holder | $20 | $7,381-99.7% | $9,162-99.8% | $7,339-99.7% |