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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 | $156,398-56.6% | $147,318-54.0% | $138,895-51.2% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 22.11% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,422 | $4,853-50.1% | $4,593-47.3% | $4,194-42.3% |
| Participant deferral / active EE | $5,783 | $8,237-29.8% | $7,906-26.9% | $6,396-9.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |