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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 | $130,443 | $183,627-29.0% | $155,602-16.2% | $145,978-10.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.57% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $12,500 | $5,316+135.1% | $4,675+167.4% | $4,662+168.1% |
| Participant deferral / active EE | $7,787 | $6,466+20.4% | $5,629+38.3% | $6,690+16.4% |
| Admin fee / account holder | $79 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |