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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 | $65,877 | $228,352-71.2% | $185,835-64.6% | $158,966-58.6% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 18.89% | 40.81%-21.9pp | 35.96%-17.1pp | 302.95%-284.1pp |
| Employer contribution / active EE | $591 | $4,967-88.1% | $4,087-85.6% | $4,762-87.6% |
| Participant deferral / active EE | $4,764 | $6,416-25.8% | $5,633-15.4% | $5,983-20.4% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |