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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 | $81,674 | $154,228-47.0% | $145,433-43.8% | $137,256-40.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 21.71% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,265 | $4,804-73.7% | $4,554-72.2% | $4,156-69.6% |
| Participant deferral / active EE | $5,230 | $8,216-36.3% | $7,897-33.8% | $6,407-18.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |