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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 | $137,288 | $167,415-18.0% | $140,514-2.3% | $198,609-30.9% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 19.18% | 13.85%+5.3pp | 14.36%+4.8pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,077 | $4,088-24.7% | $3,378-8.9% | $5,055-39.1% |
| Participant deferral / active EE | $3,954 | $5,579-29.1% | $4,919-19.6% | $6,977-43.3% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |