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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 | $152,589 | $157,276-3.0% | $141,177+8.1% | $152,885-0.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 30.41% | 64.33%-33.9pp | 71.40%-41.0pp | 345.39%-315.0pp |
| Employer contribution / active EE | $1,528 | $5,262-71.0% | $4,736-67.7% | $4,763-67.9% |
| Participant deferral / active EE | $12,667 | $7,110+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $114 | $12,123-99.1% | $10,263-98.9% | $11,598-99.0% |