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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 | $209,336-8.8% | $197,124-3.2% | $137,256+39.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.04% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,323 | $6,591-49.6% | $6,227-46.6% | $4,156-20.0% |
| Participant deferral / active EE | $13,771 | $9,614+43.2% | $9,135+50.8% | $6,407+114.9% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |