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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 | $123,246 | $110,410+11.6% | $102,437+20.3% | $145,897-15.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.06% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,478 | $4,217-41.2% | $3,871-36.0% | $4,663-46.9% |
| Participant deferral / active EE | $8,026 | $5,622+42.8% | $5,060+58.6% | $6,689+20.0% |
| Admin fee / account holder | $176 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |