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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 | $71,742 | $275,752-74.0% | $256,809-72.1% | $198,609-63.9% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 24.14% | 34.81%-10.7pp | 32.73%-8.6pp | 202.70%-178.6pp |
| Employer contribution / active EE | $12,700 | $7,721+64.5% | $7,263+74.9% | $5,055+151.2% |
| Participant deferral / active EE | $10,505 | $10,037+4.7% | $9,520+10.3% | $6,977+50.6% |
| Admin fee / account holder | $78 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |