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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 | $108,244 | $183,627-41.1% | $155,602-30.4% | $145,978-25.8% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 11.24% | 61.32%-50.1pp | 64.81%-53.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $9,583 | $5,316+80.3% | $4,675+105.0% | $4,662+105.6% |
| Participant deferral / active EE | $7,813 | $6,466+20.8% | $5,629+38.8% | $6,690+16.8% |
| Admin fee / account holder | $273 | $19,327-98.6% | $15,923-98.3% | $13,400-98.0% |