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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 | $84,557 | $103,393-18.2% | $87,103-2.9% | $152,909-44.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 25.59% | 28.10%-2.5pp | 28.19%-2.6pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,101 | $3,221-65.8% | $2,521-56.3% | $4,764-76.9% |
| Participant deferral / active EE | $4,921 | $4,778+3.0% | $4,049+21.5% | $5,851-15.9% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |