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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 | $36,055 | $211,288-82.9% | $178,540-79.8% | $145,884-75.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.65% | 30.27%-13.6pp | 27.15%-10.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,607 | $4,574-21.1% | $3,953-8.8% | $4,662-22.6% |
| Participant deferral / active EE | $5,946 | $6,967-14.6% | $6,281-5.3% | $6,690-11.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |