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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 | $112,143 | $183,516-38.9% | $155,534-27.9% | $145,884-23.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.58% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $6,742 | $5,315+26.9% | $4,675+44.2% | $4,662+44.6% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,630+113.1% | $6,690+79.4% |
| Admin fee / account holder | $192 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |