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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 | $116,115 | $135,956-14.6% | $123,894-6.3% | $273,972-57.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 11.84% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,830 | $5,170-64.6% | $4,617-60.4% | $4,869-62.4% |
| Participant deferral / active EE | $8,497 | $6,343+34.0% | $5,984+42.0% | $5,287+60.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |