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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 | $142,354-16.4% | $125,529-5.2% | $155,188-23.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 17.89% | 306.06%-288.2pp | 202.56%-184.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,520 | $3,501-56.6% | $3,058-50.3% | $4,248-64.2% |
| Participant deferral / active EE | $14,333 | $5,491+161.0% | $4,813+197.8% | $6,531+119.5% |
| Admin fee / account holder | $20 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |