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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 | $190,864 | $223,823-14.7% | $211,142-9.6% | $154,746+23.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.04% | 50.39%-31.3pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,323 | $6,787-51.0% | $6,442-48.4% | $4,379-24.1% |
| Participant deferral / active EE | $13,771 | $9,750+41.2% | $9,284+48.3% | $6,730+104.6% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |