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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 | $109,319 | $85,060+28.5% | $70,548+55.0% | $139,456-21.6% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 10.89% | 30.38%-19.5pp | 32.78%-21.9pp | 373.45%-362.6pp |
| Employer contribution / active EE | $2,004 | $3,911-48.8% | $2,975-32.6% | $4,753-57.8% |
| Participant deferral / active EE | $5,299 | $5,890-10.0% | $4,567+16.0% | $6,711-21.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |