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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 | $100,307 | $112,729-11.0% | $98,716+1.6% | $137,256-26.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 18.98% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,117 | $2,725-59.0% | $2,279-51.0% | $4,156-73.1% |
| Participant deferral / active EE | $5,528 | $4,640+19.1% | $4,048+36.6% | $6,407-13.7% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |