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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 | $115,843 | $88,672+30.6% | $105,223+10.1% | $82,448+40.5% |
| Participation rate | 24.5% | 67.9%-43.4pp | 75.0%-50.6pp | 68.1%-43.6pp |
| Annual return | 14.74% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,002 | $3,048-67.1% | $3,689-72.8% | $2,551-60.7% |
| Participant deferral / active EE | $2,681 | $4,036-33.6% | $5,072-47.1% | $4,139-35.2% |
| Admin fee / account holder | $103 | $7,146-98.6% | $8,859-98.8% | $7,234-98.6% |