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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 | $183,592-1.7% | $155,574+16.0% | $145,877+23.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.71% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,758 | $5,317-66.9% | $4,676-62.4% | $4,663-62.3% |
| Participant deferral / active EE | $9,360 | $6,466+44.8% | $5,629+66.3% | $6,691+39.9% |
| Admin fee / account holder | $35 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |