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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 | $38,464 | $165,939-76.8% | $122,354-68.6% | $147,585-73.9% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 31.05% | 34.56%-3.5pp | 30.28%+0.8pp | 578.58%-547.5pp |
| Employer contribution / active EE | $3,703 | $5,754-35.7% | $4,051-8.6% | $4,876-24.1% |
| Participant deferral / active EE | $4,567 | $4,005+14.0% | $3,287+38.9% | $5,439-16.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |