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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 | $83,617 | $106,905-21.8% | $84,020-0.5% | $152,885-45.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 10.93% | 105.00%-94.1pp | 71.31%-60.4pp | 345.39%-334.5pp |
| Employer contribution / active EE | $597 | $2,735-78.2% | $1,984-69.9% | $4,763-87.5% |
| Participant deferral / active EE | $4,470 | $4,012+11.4% | $3,239+38.0% | $5,851-23.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |