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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 | $80,655 | $148,629-45.7% | $135,982-40.7% | $139,487-42.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 27.51% | 79.33%-51.8pp | 68.32%-40.8pp | 373.84%-346.3pp |
| Employer contribution / active EE | $2,056 | $5,247-60.8% | $4,859-57.7% | $4,755-56.8% |
| Participant deferral / active EE | $14,200 | $8,102+75.3% | $7,760+83.0% | $6,713+111.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |