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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 | $92,892 | $118,877-21.9% | $96,570-3.8% | $167,536-44.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.94% | 50.50%-41.6pp | 37.79%-28.9pp | 478.82%-469.9pp |
| Employer contribution / active EE | $23,778 | $3,121+661.9% | $2,357+908.7% | $4,839+391.4% |
| Participant deferral / active EE | $7,100 | $4,617+53.8% | $3,849+84.4% | $6,342+11.9% |
| Admin fee / account holder | $29 | $8,069-99.6% | $6,182-99.5% | $12,315-99.8% |