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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 | $69,446 | $97,125-28.5% | $86,233-19.5% | $137,256-49.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 18.34% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,108 | $2,841-25.8% | $2,504-15.8% | $4,156-49.3% |
| Participant deferral / active EE | $10,410 | $5,180+101.0% | $4,559+128.3% | $6,407+62.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |