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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 | $96,181 | $108,912-11.7% | $100,383-4.2% | $145,959-34.1% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 14.43% | 57.96%-43.5pp | 49.26%-34.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,424 | $4,423-22.6% | $3,944-13.2% | $4,661-26.5% |
| Participant deferral / active EE | $8,657 | $8,451+2.4% | $8,086+7.1% | $6,689+29.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |