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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 | $105,745 | $110,337-4.2% | $102,383+3.3% | $145,877-27.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.47% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,845 | $4,216-56.2% | $3,870-52.3% | $4,663-60.4% |
| Participant deferral / active EE | $4,001 | $5,621-28.8% | $5,060-20.9% | $6,691-40.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |