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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 | $94,482 | $91,179+3.6% | $178,499-47.1% | $79,852+18.3% |
| Participation rate | 24.0% | 69.2%-45.2pp | 81.9%-57.9pp | 69.6%-45.6pp |
| Annual return | 10.29% | 24.19%-13.9pp | 151.10%-140.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $430 | $3,256-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $3,247 | $3,236+0.4% | $5,202-37.6% | $3,740-13.2% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |