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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 | $110,380 | $110,3790% | $102,412+7.8% | $145,884-24.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.93% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,558 | $4,216-39.3% | $3,870-33.9% | $4,662-45.1% |
| Participant deferral / active EE | $9,825 | $5,622+74.8% | $5,060+94.2% | $6,690+46.9% |
| Admin fee / account holder | $219 | $9,745-97.8% | $8,388-97.4% | $13,392-98.4% |