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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 | $176,001 | $124,330+41.6% | $109,173+61.2% | $167,536+5.1% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.90% | 26.04%-12.1pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $825 | $4,209-80.4% | $3,723-77.9% | $4,839-83.0% |
| Participant deferral / active EE | $3,142 | $5,256-40.2% | $4,654-32.5% | $6,342-50.5% |
| Admin fee / account holder | -$89 | $7,974-101.1% | $6,755-101.3% | $12,315-100.7% |