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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 | $181,062-82.0% | $158,223-79.4% | $155,188-79.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 12.81% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,161 | $4,565-74.6% | $4,109-71.7% | $4,248-72.7% |
| Participant deferral / active EE | $2,693 | $6,134-56.1% | $5,467-50.7% | $6,531-58.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |