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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 | $143,785 | $78,682+82.7% | $109,188+31.7% | $85,851+67.5% |
| Participation rate | 55.1% | 68.3%-13.2pp | 75.9%-20.8pp | 69.3%-14.2pp |
| Annual return | 15.44% | 25.09%-9.6pp | 25.76%-10.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,738 | $2,734-36.4% | $3,723-53.3% | $2,565-32.3% |
| Participant deferral / active EE | $4,355 | $3,468+25.6% | $4,654-6.4% | $3,952+10.2% |
| Admin fee / account holder | $251 | $5,470-95.4% | $6,755-96.3% | $6,261-96.0% |