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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 | $104,978 | $154,228-31.9% | $145,433-27.8% | $137,256-23.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,425 | $4,804-28.7% | $4,554-24.8% | $4,156-17.6% |
| Participant deferral / active EE | $15,667 | $8,216+90.7% | $7,897+98.4% | $6,407+144.5% |
| Admin fee / account holder | $221 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |