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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 | $92,067 | $227,291-59.5% | $214,702-57.1% | $155,188-40.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 20.68% | 60.08%-39.4pp | 54.55%-33.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $3,091 | $6,772-54.3% | $6,461-52.2% | $4,248-27.2% |
| Participant deferral / active EE | $12,886 | $9,582+34.5% | $9,147+40.9% | $6,531+97.3% |
| Admin fee / account holder | $200 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |