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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 | $141,670 | $183,539-22.8% | $155,556-8.9% | $145,897-2.9% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 16.76% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $8,271 | $5,315+55.6% | $4,675+76.9% | $4,663+77.4% |
| Participant deferral / active EE | $5,293 | $6,467-18.2% | $5,631-6.0% | $6,689-20.9% |
| Admin fee / account holder | $31 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |