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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 | $110,337+24.6% | $102,383+34.3% | $145,877-5.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.76% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,240 | $4,216-70.6% | $3,870-68.0% | $4,663-73.4% |
| Participant deferral / active EE | $17,833 | $5,621+217.3% | $5,060+252.5% | $6,691+166.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |