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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 | $90,273 | $99,652-9.4% | $78,778+14.6% | $147,586-38.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 7.57% | 47.28%-39.7pp | 35.62%-28.1pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,291 | $2,796-53.8% | $1,986-35.0% | $4,876-73.5% |
| Participant deferral / active EE | $8,280 | $3,664+126.0% | $2,958+179.9% | $5,439+52.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |