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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 | $106,098 | $55,457+91.3% | $77,361+37.1% | $94,015+12.9% |
| Participation rate | 61.5% | 69.8%-8.3pp | 75.0%-13.4pp | 70.8%-9.3pp |
| Annual return | 14.13% | 15.57%-1.4pp | 1011.54%-997.4pp | 17.84%-3.7pp |
| Employer contribution / active EE | $2,026 | $2,255-10.1% | $2,990-32.2% | $2,790-27.4% |
| Participant deferral / active EE | $3,934 | $3,069+28.2% | $3,911+0.6% | $4,249-7.4% |
| Admin fee / account holder | $132 | $4,334-97.0% | $5,894-97.8% | $8,951-98.5% |