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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 | $71,542 | $115,917-38.3% | $100,535-28.8% | $158,982-55.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 29.06% | 34.80%-5.7pp | 30.90%-1.8pp | 302.99%-273.9pp |
| Employer contribution / active EE | $2,332 | $4,105-43.2% | $3,419-31.8% | $4,763-51.0% |
| Participant deferral / active EE | $15,167 | $6,677+127.2% | $6,271+141.8% | $5,983+153.5% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |