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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 | $76,367 | $104,251-26.7% | $91,004-16.1% | $147,586-48.3% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 31.07% | 27.06%+4.0pp | 4.60%+26.5pp | 578.59%-547.5pp |
| Employer contribution / active EE | $3,789 | $3,116+21.6% | $2,456+54.3% | $4,876-22.3% |
| Participant deferral / active EE | $7,081 | $4,195+68.8% | $3,548+99.6% | $5,439+30.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |