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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 | $64,378 | $123,155-47.7% | $108,753-40.8% | $155,188-58.5% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 15.89% | 44.73%-28.8pp | 37.47%-21.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $5,077 | $2,811+80.6% | $2,427+109.2% | $4,248+19.5% |
| Participant deferral / active EE | $12,683 | $4,623+174.3% | $4,115+208.2% | $6,531+94.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |