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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 | $128,883 | $108,882+18.4% | $96,754+33.2% | $154,746-16.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 17.60% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,353 | $3,018-22.0% | $2,679-12.2% | $4,379-46.3% |
| Participant deferral / active EE | $10,333 | $5,323+94.1% | $4,758+117.2% | $6,730+53.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |