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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 | $80,305 | $114,013-29.6% | $103,693-22.6% | $155,188-48.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 27.32% | 49.31%-22.0pp | 47.61%-20.3pp | 148.84%-121.5pp |
| Employer contribution / active EE | $1,759 | $3,131-43.8% | $2,920-39.8% | $4,248-58.6% |
| Participant deferral / active EE | $15,667 | $4,970+215.2% | $4,579+242.1% | $6,531+139.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |