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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 | $32,295 | $148,623-78.3% | $135,974-76.2% | $139,466-76.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.89% | 79.30%-54.4pp | 68.30%-43.4pp | 373.66%-348.8pp |
| Employer contribution / active EE | $1,462 | $5,246-72.1% | $4,859-69.9% | $4,754-69.3% |
| Participant deferral / active EE | $10,220 | $8,103+26.1% | $7,760+31.7% | $6,712+52.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |