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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 | $67,073 | $157,829-57.5% | $136,867-51.0% | $198,609-66.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 22.34% | 51.25%-28.9pp | 42.97%-20.6pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,444 | $3,923-37.7% | $3,547-31.1% | $5,055-51.7% |
| Participant deferral / active EE | $10,767 | $5,463+97.1% | $4,924+118.7% | $6,977+54.3% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |