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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 | $52,222 | $127,386-59.0% | $115,037-54.6% | $125,388-58.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.89% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $8,411 | $5,166+62.8% | $4,608+82.5% | $4,866+72.8% |
| Participant deferral / active EE | $13,100 | $6,423+104.0% | $6,026+117.4% | $5,352+144.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |