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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 | $137,506 | $110,410+24.5% | $102,437+34.2% | $145,897-5.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.76% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,240 | $4,217-70.6% | $3,871-68.0% | $4,663-73.4% |
| Participant deferral / active EE | $17,833 | $5,622+217.2% | $5,060+252.4% | $6,689+166.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |