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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 | $227,291-16.0% | $214,702-11.1% | $155,188+23.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 19.04% | 60.08%-41.0pp | 54.55%-35.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,323 | $6,772-50.9% | $6,461-48.6% | $4,248-21.8% |
| Participant deferral / active EE | $13,771 | $9,582+43.7% | $9,147+50.6% | $6,531+110.8% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |