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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 | $275,752-30.8% | $256,809-25.7% | $198,609-3.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 19.04% | 34.81%-15.8pp | 32.73%-13.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $3,323 | $7,721-57.0% | $7,263-54.2% | $5,055-34.3% |
| Participant deferral / active EE | $13,771 | $10,037+37.2% | $9,520+44.7% | $6,977+97.4% |
| Admin fee / account holder | $20 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |