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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 | $129,394 | $115,903+11.6% | $100,528+28.7% | $158,966-18.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 19.79% | 34.80%-15.0pp | 30.90%-11.1pp | 302.95%-283.2pp |
| Employer contribution / active EE | $4,790 | $4,105+16.7% | $3,419+40.1% | $4,762+0.6% |
| Participant deferral / active EE | $8,268 | $6,677+23.8% | $6,271+31.8% | $5,983+38.2% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |