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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 | $137,793 | $162,785-15.4% | $133,959+2.9% | $158,950-13.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.20% | 41.94%-23.7pp | 45.09%-26.9pp | 302.91%-284.7pp |
| Employer contribution / active EE | $5,977 | $4,975+20.1% | $3,919+52.5% | $4,762+25.5% |
| Participant deferral / active EE | $7,192 | $5,910+21.7% | $5,047+42.5% | $5,983+20.2% |
| Admin fee / account holder | $3 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |