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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 | $99,229 | $108,882-8.9% | $96,754+2.6% | $154,746-35.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 15.56% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,496 | $3,018-50.4% | $2,679-44.2% | $4,379-65.8% |
| Participant deferral / active EE | $7,833 | $5,323+47.2% | $4,758+64.6% | $6,730+16.4% |
| Admin fee / account holder | $17 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |