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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 | $185,312-81.8% | $161,489-79.1% | $154,746-78.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.07% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,404 | $4,769-49.6% | $4,268-43.7% | $4,379-45.1% |
| Participant deferral / active EE | $8,029 | $6,350+26.4% | $5,630+42.6% | $6,730+19.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |