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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 | $77,273 | $184,014-58.0% | $161,149-52.0% | $138,895-44.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 20.67% | 21.52%-0.8pp | 21.16%-0.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,200 | $5,055-76.3% | $4,360-72.5% | $4,194-71.4% |
| Participant deferral / active EE | $15,667 | $6,909+126.7% | $6,153+154.6% | $6,396+144.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |