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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 | $32,049 | $105,856-69.7% | $90,161-64.5% | $147,586-78.3% |
| Participation rate | 54.5% | 79.7%-25.2pp | 76.9%-22.3pp | 82.8%-28.3pp |
| Annual return | 27.58% | 37.63%-10.1pp | 34.89%-7.3pp | 578.59%-551.0pp |
| Employer contribution / active EE | $2,902 | $4,126-29.7% | $3,318-12.5% | $4,876-40.5% |
| Participant deferral / active EE | $6,614 | $5,733+15.4% | $5,287+25.1% | $5,439+21.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |