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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 | $138,499 | $148,623-6.8% | $135,974+1.9% | $139,466-0.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 28.23% | 79.30%-51.1pp | 68.30%-40.1pp | 373.66%-345.4pp |
| Employer contribution / active EE | $3,717 | $5,246-29.1% | $4,859-23.5% | $4,754-21.8% |
| Participant deferral / active EE | $4,498 | $8,103-44.5% | $7,760-42.0% | $6,712-33.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |