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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 | $123,563 | $97,765+26.4% | $103,486+19.4% | $145,884-15.3% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 16.29% | 25.44%-9.2pp | 23.93%-7.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $3,702 | $4,687-21.0% | $4,679-20.9% | $4,662-20.6% |
| Participant deferral / active EE | $10,410 | $6,606+57.6% | $6,628+57.1% | $6,690+55.6% |
| Admin fee / account holder | $12 | $12,505-99.9% | $9,354-99.9% | $13,392-99.9% |