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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 | $145,795 | $108,911+33.9% | $100,392+45.2% | $145,884-0.1% |
| Participation rate | 39.1% | 83.0%-43.8pp | 81.5%-42.4pp | 80.3%-41.2pp |
| Annual return | 17.22% | 58.23%-41.0pp | 49.45%-32.2pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,021 | $4,420-31.6% | $3,941-23.4% | $4,662-35.2% |
| Participant deferral / active EE | $4,946 | $8,459-41.5% | $8,090-38.9% | $6,690-26.1% |
| Admin fee / account holder | $233 | $9,698-97.6% | $7,904-97.0% | $13,392-98.3% |