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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 | $117,079 | $211,239-44.6% | $178,528-34.4% | $145,877-19.7% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 23.00% | 30.22%-7.2pp | 27.11%-4.1pp | 551.28%-528.3pp |
| Employer contribution / active EE | $25,288 | $4,570+453.3% | $3,950+540.1% | $4,663+442.3% |
| Participant deferral / active EE | $3,943 | $6,963-43.4% | $6,278-37.2% | $6,691-41.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |