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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 | $117,829-5.6% | $102,423+8.6% | $145,877-23.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 9.03% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,682 | $3,615+1.9% | $3,023+21.8% | $4,663-21.0% |
| Participant deferral / active EE | $4,696 | $5,732-18.1% | $5,054-7.1% | $6,691-29.8% |
| Admin fee / account holder | $18 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |