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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 | $110,379-4.9% | $102,412+2.5% | $145,884-28.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.84% | 24.84%-8.0pp | 24.94%-8.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,338 | $4,216-20.8% | $3,870-13.7% | $4,662-28.4% |
| Participant deferral / active EE | $11,007 | $5,622+95.8% | $5,060+117.5% | $6,690+64.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |