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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 | $113,544 | $89,259+27.2% | $107,187+5.9% | $82,637+37.4% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 14.94% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,422 | $3,080+11.1% | $3,782-9.5% | $2,552+34.1% |
| Participant deferral / active EE | $4,819 | $4,037+19.4% | $5,096-5.4% | $4,126+16.8% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |