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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 | $135,361 | $149,679-9.6% | $117,039+15.7% | $147,586-8.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 15.84% | 19.31%-3.5pp | 18.95%-3.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,558 | $4,937+12.6% | $3,785+46.9% | $4,876+14.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $7,856-99.8% | $5,974-99.8% | $10,886-99.9% |