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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 | $117,829-24.0% | $102,423-12.6% | $145,877-38.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 13.80% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,717 | $3,615-52.5% | $3,023-43.2% | $4,663-63.2% |
| Participant deferral / active EE | $5,874 | $5,732+2.5% | $5,054+16.2% | $6,691-12.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |