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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 | $160,040-50.5% | $147,096-46.1% | $145,877-45.7% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 15.86% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,088 | $5,289-41.6% | $4,936-37.4% | $4,663-33.8% |
| Participant deferral / active EE | $6,597 | $8,429-21.7% | $8,071-18.3% | $6,691-1.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |