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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 | $155,323 | $127,779+21.6% | $106,551+45.8% | $167,518-7.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 8.48% | 33.87%-25.4pp | 26.80%-18.3pp | 478.71%-470.2pp |
| Employer contribution / active EE | $1,873 | $3,427-45.3% | $2,819-33.6% | $4,838-61.3% |
| Participant deferral / active EE | $14,667 | $5,088+188.3% | $4,398+233.5% | $6,342+131.3% |
| Admin fee / account holder | $24 | $11,228-99.8% | $7,408-99.7% | $12,312-99.8% |