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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 | $97,245 | $98,240-1.0% | $82,313+18.1% | $147,585-34.1% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 21.30% | 30.85%-9.6pp | 25.88%-4.6pp | 578.58%-557.3pp |
| Employer contribution / active EE | $1,477 | $3,192-53.7% | $2,428-39.2% | $4,876-69.7% |
| Participant deferral / active EE | $7,714 | $4,383+76.0% | $3,706+108.1% | $5,439+41.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |