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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 | $93,286 | $117,895-20.9% | $102,460-9.0% | $145,897-36.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 21.50% | 31.92%-10.4pp | 29.47%-8.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $2,303 | $3,619-36.4% | $3,025-23.9% | $4,663-50.6% |
| Participant deferral / active EE | $3,761 | $5,736-34.4% | $5,056-25.6% | $6,689-43.8% |
| Admin fee / account holder | $11 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |