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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 | $147,556-52.9% | $129,031-46.2% | $198,609-65.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 18.34% | 37.41%-19.1pp | 34.67%-16.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,108 | $3,645-42.2% | $3,226-34.7% | $5,055-58.3% |
| Participant deferral / active EE | $10,410 | $5,760+80.7% | $5,217+99.5% | $6,977+49.2% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |