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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 | $79,223 | $160,070-50.5% | $147,117-46.1% | $145,897-45.7% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 15.86% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,088 | $5,285-41.6% | $4,932-37.4% | $4,663-33.8% |
| Participant deferral / active EE | $6,597 | $8,419-21.6% | $8,065-18.2% | $6,689-1.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |