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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 | $68,710 | $110,379-37.8% | $102,412-32.9% | $145,884-52.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 21.09% | 24.84%-3.7pp | 24.94%-3.8pp | 551.85%-530.8pp |
| Employer contribution / active EE | $5,485 | $4,216+30.1% | $3,870+41.7% | $4,662+17.6% |
| Participant deferral / active EE | $8,349 | $5,622+48.5% | $5,060+65.0% | $6,690+24.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |