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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 | $113,197 | $183,516-38.3% | $155,534-27.2% | $145,884-22.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.11% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,879 | $5,315-64.6% | $4,675-59.8% | $4,662-59.7% |
| Participant deferral / active EE | $6,454 | $6,467-0.2% | $5,630+14.6% | $6,690-3.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |