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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 | $101,490 | $110,379-8.1% | $102,412-0.9% | $145,884-30.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.96% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,486 | $4,216-41.0% | $3,870-35.8% | $4,662-46.7% |
| Participant deferral / active EE | $4,295 | $5,622-23.6% | $5,060-15.1% | $6,690-35.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |