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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 | $88,690 | $106,280-16.6% | $96,538-8.1% | $139,487-36.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.44% | 38.48%-24.0pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $22,580 | $4,107+449.8% | $3,740+503.7% | $4,755+374.9% |
| Participant deferral / active EE | $9,660 | $5,457+77.0% | $4,880+97.9% | $6,713+43.9% |
| Admin fee / account holder | $113 | $7,888-98.6% | $6,737-98.3% | $11,407-99.0% |