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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 | $103,757 | $115,810-10.4% | $101,271+2.5% | $158,966-34.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 11.71% | 56.15%-44.4pp | 46.48%-34.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,653 | $4,175-60.4% | $3,660-54.8% | $4,762-65.3% |
| Participant deferral / active EE | $6,295 | $4,958+27.0% | $4,371+44.0% | $5,983+5.2% |
| Admin fee / account holder | $11 | $7,248-99.9% | $5,948-99.8% | $11,250-99.9% |