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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 | $181,062-81.3% | $158,223-78.6% | $155,188-78.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 17.07% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,404 | $4,565-47.3% | $4,109-41.5% | $4,248-43.4% |
| Participant deferral / active EE | $8,029 | $6,134+30.9% | $5,467+46.9% | $6,531+22.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |