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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 | $84,081 | $124,425-32.4% | $112,040-25.0% | $137,256-38.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 15.25% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,736 | $3,411-19.8% | $2,954-7.4% | $4,156-34.2% |
| Participant deferral / active EE | $11,179 | $5,718+95.5% | $5,098+119.3% | $6,407+74.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |