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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 | $82,265 | $106,923-23.1% | $84,023-2.1% | $152,909-46.2% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 10.30% | 105.02%-94.7pp | 71.32%-61.0pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,247 | $2,735-54.4% | $1,984-37.2% | $4,764-73.8% |
| Participant deferral / active EE | $12,667 | $4,013+215.7% | $3,239+291.0% | $5,851+116.5% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |