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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 | $124,980-39.2% | $108,359-29.9% | $154,746-50.9% |
| Participation rate | 69.6% | 75.2%-5.6pp | 70.1%-0.6pp | 80.7%-11.1pp |
| Annual return | 18.99% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,698 | $2,851-5.3% | $2,399+12.5% | $4,379-38.4% |
| Participant deferral / active EE | $6,300 | $4,743+32.8% | $4,137+52.3% | $6,730-6.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |