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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 | $104,995 | $110,337-4.8% | $102,383+2.6% | $145,877-28.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.84% | 24.83%-8.0pp | 24.94%-8.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $3,338 | $4,216-20.8% | $3,870-13.8% | $4,663-28.4% |
| Participant deferral / active EE | $11,007 | $5,621+95.8% | $5,060+117.6% | $6,691+64.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |