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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 | $118,999 | $132,099-9.9% | $115,599+2.9% | $138,895-14.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 17.89% | 176.76%-158.9pp | 111.10%-93.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,520 | $3,416-55.5% | $2,955-48.6% | $4,194-63.8% |
| Participant deferral / active EE | $14,333 | $5,617+155.2% | $4,889+193.1% | $6,396+124.1% |
| Admin fee / account holder | $20 | $15,650-99.9% | $12,841-99.8% | $12,562-99.8% |