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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 | $94,646 | $112,729-16.0% | $98,716-4.1% | $137,256-31.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 21.15% | 38.48%-17.3pp | 31.81%-10.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $6,263 | $2,725+129.8% | $2,279+174.9% | $4,156+50.7% |
| Participant deferral / active EE | $12,827 | $4,640+176.4% | $4,048+216.9% | $6,407+100.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |