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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 | $118,826 | $111,535+6.5% | $105,223+12.9% | $137,256-13.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.23% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,271 | $3,939-67.7% | $3,689-65.5% | $4,156-69.4% |
| Participant deferral / active EE | $2,201 | $5,500-60.0% | $5,072-56.6% | $6,407-65.7% |
| Admin fee / account holder | $75 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |