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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 | $134,355 | $211,239-36.4% | $178,528-24.7% | $145,877-7.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 8.95% | 30.22%-21.3pp | 27.11%-18.2pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,045 | $4,570-77.1% | $3,950-73.5% | $4,663-77.6% |
| Participant deferral / active EE | $10,578 | $6,963+51.9% | $6,278+68.5% | $6,691+58.1% |
| Admin fee / account holder | $45 | $12,095-99.6% | $10,419-99.6% | $13,402-99.7% |