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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 | $104,863 | $115,225-9.0% | $100,712+4.1% | $138,895-24.5% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 27.67% | 40.35%-12.7pp | 33.27%-5.6pp | 145.39%-117.7pp |
| Employer contribution / active EE | $7,866 | $2,771+183.9% | $2,313+240.1% | $4,194+87.5% |
| Participant deferral / active EE | $7,833 | $4,699+66.7% | $4,085+91.8% | $6,396+22.5% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |