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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 | $67,819 | $154,228-56.0% | $145,433-53.4% | $137,256-50.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 22.11% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,422 | $4,804-49.6% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $5,783 | $8,216-29.6% | $7,897-26.8% | $6,407-9.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |