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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 | $140,548 | $160,070-12.2% | $147,117-4.5% | $145,897-3.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.35% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $27,833 | $5,285+426.7% | $4,932+464.3% | $4,663+496.9% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |