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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 | $91,018 | $161,352-43.6% | $134,172-32.2% | $137,256-33.7% |
| Participation rate | 35.7% | 78.3%-42.6pp | 72.5%-36.8pp | 80.0%-44.2pp |
| Annual return | 20.39% | 28.72%-8.3pp | 25.30%-4.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,585 | $4,099-36.9% | $3,420-24.4% | $4,156-37.8% |
| Participant deferral / active EE | $7,212 | $5,552+29.9% | $4,690+53.8% | $6,407+12.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |