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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 | $115,225-17.9% | $100,712-6.0% | $138,895-31.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 21.15% | 40.35%-19.2pp | 33.27%-12.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $6,263 | $2,771+126.0% | $2,313+170.8% | $4,194+49.3% |
| Participant deferral / active EE | $12,827 | $4,699+173.0% | $4,085+214.0% | $6,396+100.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |