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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 | $209,336-65.7% | $197,124-63.6% | $137,256-47.7% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 24.14% | 48.09%-23.9pp | 44.34%-20.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $12,700 | $6,591+92.7% | $6,227+103.9% | $4,156+205.6% |
| Participant deferral / active EE | $10,505 | $9,614+9.3% | $9,135+15.0% | $6,407+64.0% |
| Admin fee / account holder | $78 | $17,308-99.5% | $16,298-99.5% | $12,270-99.4% |