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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 | $89,628 | $148,582-39.7% | $135,942-34.1% | $139,456-35.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.76% | 79.26%-52.5pp | 68.28%-41.5pp | 373.45%-346.7pp |
| Employer contribution / active EE | $7,000 | $5,245+33.5% | $4,858+44.1% | $4,753+47.3% |
| Participant deferral / active EE | $14,567 | $8,101+79.8% | $7,759+87.7% | $6,711+117.0% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |