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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 | $234,799 | $211,224+11.2% | $178,505+31.5% | $145,897+60.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.51% | 30.28%-13.8pp | 27.16%-10.6pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,740 | $4,577-62.0% | $3,955-56.0% | $4,663-62.7% |
| Participant deferral / active EE | $6,886 | $6,966-1.1% | $6,280+9.6% | $6,689+2.9% |
| Admin fee / account holder | $40 | $12,109-99.7% | $10,428-99.6% | $13,390-99.7% |