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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 | $129,330 | $110,278+17.3% | $95,740+35.1% | $139,466-7.3% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 13.94% | 27.19%-13.3pp | 28.41%-14.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,575 | $3,260-21.0% | $2,836-9.2% | $4,754-45.8% |
| Participant deferral / active EE | $9,854 | $4,674+110.8% | $4,244+132.2% | $6,712+46.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |