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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 | $89,259+20.6% | $107,187+0.4% | $82,637+30.3% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 15.55% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,491 | $3,080-51.6% | $3,782-60.6% | $2,552-41.6% |
| Participant deferral / active EE | $4,403 | $4,037+9.0% | $5,096-13.6% | $4,126+6.7% |
| Admin fee / account holder | $4 | $7,381-99.9% | $9,162-100.0% | $7,339-99.9% |