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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 | $66,594 | $160,040-58.4% | $147,096-54.7% | $145,877-54.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.93% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $2,130 | $5,289-59.7% | $4,936-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $7,984 | $8,429-5.3% | $8,071-1.1% | $6,691+19.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |