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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 | $212,386-66.2% | $199,883-64.1% | $138,895-48.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 24.14% | 47.75%-23.6pp | 43.81%-19.7pp | 145.39%-121.3pp |
| Employer contribution / active EE | $12,700 | $6,625+91.7% | $6,261+102.8% | $4,194+202.8% |
| Participant deferral / active EE | $10,505 | $9,617+9.2% | $9,138+14.9% | $6,396+64.2% |
| Admin fee / account holder | $78 | $18,233-99.6% | $17,268-99.5% | $12,562-99.4% |