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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 | $32,628 | $185,312-82.4% | $161,489-79.8% | $154,746-78.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 12.81% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,161 | $4,769-75.7% | $4,268-72.8% | $4,379-73.5% |
| Participant deferral / active EE | $2,693 | $6,350-57.6% | $5,630-52.2% | $6,730-60.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |