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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 | $111,262 | $117,895-5.6% | $102,460+8.6% | $145,897-23.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 9.03% | 31.92%-22.9pp | 29.47%-20.4pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,682 | $3,619+1.8% | $3,025+21.7% | $4,663-21.0% |
| Participant deferral / active EE | $4,696 | $5,736-18.1% | $5,056-7.1% | $6,689-29.8% |
| Admin fee / account holder | $18 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |