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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 | $100,846 | $211,239-52.3% | $178,528-43.5% | $145,877-30.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.06% | 30.22%-15.2pp | 27.11%-12.0pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,956 | $4,570-35.3% | $3,950-25.2% | $4,663-36.6% |
| Participant deferral / active EE | $9,020 | $6,963+29.5% | $6,278+43.7% | $6,691+34.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |