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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 | $93,345+15.3% | $119,126-9.6% | $87,485+23.0% |
| Participation rate | 46.2% | 68.7%-22.6pp | 75.8%-29.6pp | 68.9%-22.8pp |
| Annual return | 15.55% | 19.08%-3.5pp | 282.11%-266.6pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,491 | $3,172-53.0% | $4,034-63.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,403 | $4,099+7.4% | $5,318-17.2% | $4,274+3.0% |
| Admin fee / account holder | $4 | $8,039-99.9% | $10,693-100.0% | $7,775-99.9% |