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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 | $133,448 | $111,814+19.3% | $103,378+29.1% | $145,978-8.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.30% | 24.80%-14.5pp | 24.91%-14.6pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,332 | $4,215-44.7% | $3,870-39.7% | $4,662-50.0% |
| Participant deferral / active EE | $7,190 | $5,618+28.0% | $5,058+42.2% | $6,690+7.5% |
| Admin fee / account holder | $33 | $9,764-99.7% | $8,401-99.6% | $13,400-99.8% |