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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 | $120,950 | $110,410+9.5% | $102,437+18.1% | $145,897-17.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.33% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $13,361 | $4,217+216.8% | $3,871+245.2% | $4,663+186.6% |
| Participant deferral / active EE | $9,741 | $5,622+73.3% | $5,060+92.5% | $6,689+45.6% |
| Admin fee / account holder | $123 | $9,745-98.7% | $8,388-98.5% | $13,390-99.1% |