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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 | $110,808 | $110,039+0.7% | $97,260+13.9% | $145,884-24.0% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.03% | 244.44%-234.4pp | 75.54%-65.5pp | 551.85%-541.8pp |
| Employer contribution / active EE | $6,119 | $3,074+99.0% | $2,721+124.9% | $4,662+31.2% |
| Participant deferral / active EE | $27,171 | $4,674+481.3% | $4,262+537.6% | $6,690+306.2% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |