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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 | $138,750 | $148,623-6.6% | $135,974+2.0% | $139,466-0.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.89% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $10,748 | $5,246+104.9% | $4,859+121.2% | $4,754+126.1% |
| Participant deferral / active EE | $12,522 | $8,103+54.5% | $7,760+61.4% | $6,712+86.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |