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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 | $148,509 | $110,337+34.6% | $102,383+45.1% | $145,877+1.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.39% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,395 | $4,216-43.2% | $3,870-38.1% | $4,663-48.6% |
| Participant deferral / active EE | $5,592 | $5,621-0.5% | $5,060+10.5% | $6,691-16.4% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |