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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 | $87,433 | $103,393-15.4% | $87,103+0.4% | $152,909-42.8% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 20.81% | 28.10%-7.3pp | 28.19%-7.4pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,577 | $3,221-20.0% | $2,521+2.2% | $4,764-45.9% |
| Participant deferral / active EE | $3,873 | $4,778-19.0% | $4,049-4.3% | $5,851-33.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |