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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 | $76,011 | $112,729-32.6% | $98,716-23.0% | $137,256-44.6% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 18.99% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,698 | $2,725-1.0% | $2,279+18.4% | $4,156-35.1% |
| Participant deferral / active EE | $6,300 | $4,640+35.8% | $4,048+55.6% | $6,407-1.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |