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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 | $89,514 | $117,859-24.0% | $102,438-12.6% | $145,959-38.7% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 13.80% | 31.72%-17.9pp | 29.37%-15.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,717 | $3,615-52.5% | $3,024-43.2% | $4,661-63.2% |
| Participant deferral / active EE | $5,874 | $5,732+2.5% | $5,054+16.2% | $6,689-12.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |