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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 | $180,536 | $183,539-1.6% | $155,556+16.1% | $145,897+23.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.71% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,758 | $5,315-66.9% | $4,675-62.4% | $4,663-62.3% |
| Participant deferral / active EE | $9,360 | $6,467+44.7% | $5,631+66.2% | $6,689+39.9% |
| Admin fee / account holder | $35 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |