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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 | $83,678 | $115,810-27.7% | $101,271-17.4% | $158,966-47.4% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 14.23% | 56.15%-41.9pp | 46.48%-32.3pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,366 | $4,175-43.3% | $3,660-35.4% | $4,762-50.3% |
| Participant deferral / active EE | $8,465 | $4,958+70.7% | $4,371+93.7% | $5,983+41.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |