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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 | $112,891 | $91,559+23.3% | $133,978-15.7% | $79,856+41.4% |
| Participation rate | 37.9% | 73.3%-35.4pp | 79.8%-41.9pp | 69.6%-31.7pp |
| Annual return | 14.73% | 61.85%-47.1pp | 45.10%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,157 | $2,384-51.5% | $3,919-70.5% | $2,471-53.2% |
| Participant deferral / active EE | $3,431 | $3,734-8.1% | $5,047-32.0% | $3,741-8.3% |
| Admin fee / account holder | $258 | $6,321-95.9% | $8,930-97.1% | $5,306-95.1% |