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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 | $111,814+23.0% | $103,374+33.0% | $145,959-5.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.76% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,240 | $4,214-70.6% | $3,869-68.0% | $4,661-73.4% |
| Participant deferral / active EE | $17,833 | $5,618+217.4% | $5,058+252.6% | $6,689+166.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |