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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 | $101,686 | $87,544+16.2% | $75,784+34.2% | $125,388-18.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.01% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $13,597 | $3,930+246.0% | $3,323+309.1% | $4,866+179.4% |
| Participant deferral / active EE | $6,960 | $4,229+64.6% | $3,652+90.6% | $5,352+30.0% |
| Admin fee / account holder | $30 | $6,502-99.5% | $5,300-99.4% | $9,541-99.7% |