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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 | $110,237 | $106,280+3.7% | $96,538+14.2% | $139,487-21.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 17.29% | 38.48%-21.2pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,377 | $4,107-66.5% | $3,740-63.2% | $4,755-71.0% |
| Participant deferral / active EE | $4,875 | $5,457-10.7% | $4,880-0.1% | $6,713-27.4% |
| Admin fee / account holder | $231 | $7,888-97.1% | $6,737-96.6% | $11,407-98.0% |