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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 | $95,171 | $63,346+50.2% | $92,240+3.2% | $70,126+35.7% |
| Participation rate | 43.1% | 68.7%-25.6pp | 76.5%-33.4pp | 69.5%-26.4pp |
| Annual return | 17.50% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,438 | $2,471-41.8% | $3,680-60.9% | $2,343-38.6% |
| Participant deferral / active EE | $3,143 | $2,854+10.2% | $3,897-19.3% | $3,332-5.7% |
| Admin fee / account holder | $58 | $3,841-98.5% | $5,194-98.9% | $4,645-98.8% |