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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 | $146,759 | $124,330+18.0% | $109,173+34.4% | $167,536-12.4% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 12.85% | 26.04%-13.2pp | 25.75%-12.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $2,380 | $4,209-43.5% | $3,723-36.1% | $4,839-50.8% |
| Participant deferral / active EE | $8,413 | $5,256+60.1% | $4,654+80.8% | $6,342+32.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |