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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 | $99,371 | $96,524+3.0% | $75,900+30.9% | $152,909-35.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 17.21% | 33.93%-16.7pp | 30.73%-13.5pp | 345.46%-328.3pp |
| Employer contribution / active EE | $9,567 | $3,311+189.0% | $2,501+282.5% | $4,764+100.8% |
| Participant deferral / active EE | $11,610 | $4,554+154.9% | $3,604+222.2% | $5,851+98.4% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |