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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 | $33,809 | $172,111-80.4% | $150,298-77.5% | $137,256-75.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.07% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,404 | $4,636-48.1% | $4,154-42.1% | $4,156-42.2% |
| Participant deferral / active EE | $8,029 | $6,166+30.2% | $5,453+47.3% | $6,407+25.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |