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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 | $97,751+26.4% | $103,431+19.5% | $145,978-15.4% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 16.29% | 25.43%-9.1pp | 23.92%-7.6pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,702 | $4,684-21.0% | $4,678-20.9% | $4,662-20.6% |
| Participant deferral / active EE | $10,410 | $6,603+57.6% | $6,625+57.1% | $6,690+55.6% |
| Admin fee / account holder | $12 | $12,515-99.9% | $9,412-99.9% | $13,400-99.9% |