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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 | $124,169 | $65,367+90.0% | $92,915+33.6% | $72,976+70.2% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 25.94% | 42.11%-16.2pp | 109.45%-83.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $1,187 | $2,594-54.2% | $3,653-67.5% | $2,440-51.4% |
| Participant deferral / active EE | $2,918 | $3,128-6.7% | $4,238-31.2% | $3,608-19.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |