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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 | $117,623 | $107,666+9.2% | $102,184+15.1% | $154,746-24.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 19.22% | 29.33%-10.1pp | 31.58%-12.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,395 | $3,846-37.7% | $3,594-33.4% | $4,379-45.3% |
| Participant deferral / active EE | $7,227 | $8,719-17.1% | $8,309-13.0% | $6,730+7.4% |
| Admin fee / account holder | $249 | $12,943-98.1% | $11,609-97.9% | $14,365-98.3% |