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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 | $94,509 | $115,814-18.4% | $101,275-6.7% | $158,982-40.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 14.76% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,238 | $4,176-70.4% | $3,660-66.2% | $4,763-74.0% |
| Participant deferral / active EE | $8,271 | $4,958+66.8% | $4,371+89.2% | $5,983+38.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |