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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 | $66,771 | $113,338-41.1% | $94,993-29.7% | $147,586-54.8% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | 17.67% | 20.80%-3.1pp | 27.14%-9.5pp | 578.59%-560.9pp |
| Employer contribution / active EE | $3,686 | $3,160+16.6% | $2,603+41.6% | $4,876-24.4% |
| Participant deferral / active EE | $8,371 | $3,777+121.6% | $3,317+152.4% | $5,439+53.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |