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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 | $117,739 | $108,911+8.1% | $100,392+17.3% | $145,884-19.3% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.08% | 58.23%-46.1pp | 49.45%-37.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,324 | $4,420+20.5% | $3,941+35.1% | $4,662+14.2% |
| Participant deferral / active EE | $6,655 | $8,459-21.3% | $8,090-17.7% | $6,690-0.5% |
| Admin fee / account holder | $145 | $9,698-98.5% | $7,904-98.2% | $13,392-98.9% |