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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 | $115,327 | $100,970+14.2% | $96,576+19.4% | $137,256-16.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.82% | 38.16%-19.3pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,705 | $3,809-55.2% | $3,553-52.0% | $4,156-59.0% |
| Participant deferral / active EE | $11,614 | $8,286+40.2% | $7,956+46.0% | $6,407+81.3% |
| Admin fee / account holder | $18 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |