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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 | $127,790 | $161,352-20.8% | $134,172-4.8% | $137,256-6.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 19.50% | 28.72%-9.2pp | 25.30%-5.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,367 | $4,099-42.3% | $3,420-30.8% | $4,156-43.0% |
| Participant deferral / active EE | $4,850 | $5,552-12.7% | $4,690+3.4% | $6,407-24.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |