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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 | $113,080 | $127,387-11.2% | $115,038-1.7% | $125,389-9.8% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -0.35% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $9,738 | $5,166+88.5% | $4,608+111.3% | $4,866+100.1% |
| Participant deferral / active EE | $8,201 | $6,423+27.7% | $6,026+36.1% | $5,352+53.2% |
| Admin fee / account holder | $23 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |