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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 | $129,807 | $108,882+19.2% | $96,754+34.2% | $154,746-16.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 21.13% | 98.39%-77.3pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,699 | $3,018-10.6% | $2,679+0.7% | $4,379-38.4% |
| Participant deferral / active EE | $9,935 | $5,323+86.7% | $4,758+108.8% | $6,730+47.6% |
| Admin fee / account holder | $132 | $10,200-98.7% | $8,905-98.5% | $14,365-99.1% |