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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 | $107,640 | $88,672+21.4% | $105,223+2.3% | $82,448+30.6% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 15.55% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,491 | $3,048-51.1% | $3,689-59.6% | $2,551-41.6% |
| Participant deferral / active EE | $4,403 | $4,036+9.1% | $5,072-13.2% | $4,139+6.4% |
| Admin fee / account holder | $4 | $7,146-99.9% | $8,859-100.0% | $7,234-99.9% |