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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 | $19,576 | $26,194-25.3% | - | $79,852-75.5% |
| Participation rate | 67.1% | 49.4%+17.7pp | - | 69.6%-2.5pp |
| Annual return | 136.07% | 42.01%+94.1pp | - | 31.72%+104.3pp |
| Employer contribution / active EE | $2,133 | $1,555+37.1% | - | $2,471-13.7% |
| Participant deferral / active EE | $4,150 | $1,743+138.0% | - | $3,740+10.9% |
| Admin fee / account holder | $69 | $2,148-96.8% | - | $5,306-98.7% |