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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 | $127,901 | $112,729+13.5% | $98,716+29.6% | $137,256-6.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 16.40% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $14,421 | $2,725+429.2% | $2,279+532.9% | $4,156+247.0% |
| Participant deferral / active EE | $6,976 | $4,640+50.3% | $4,048+72.3% | $6,407+8.9% |
| Admin fee / account holder | $79 | $10,129-99.2% | $8,703-99.1% | $12,270-99.4% |