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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 | $105,284+10.0% | $150,734-23.1% | $94,015+23.2% |
| Participation rate | 24.5% | 71.7%-47.2pp | 78.4%-54.0pp | 70.8%-46.3pp |
| Annual return | 14.74% | 15.67%-0.9pp | 600.81%-586.1pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,002 | $3,599-72.2% | $4,918-79.6% | $2,790-64.1% |
| Participant deferral / active EE | $2,681 | $4,274-37.3% | $5,610-52.2% | $4,249-36.9% |
| Admin fee / account holder | $103 | $9,839-99.0% | $14,905-99.3% | $8,951-98.8% |