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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 | $59,274 | $183,516-67.7% | $155,534-61.9% | $145,884-59.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.01% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,947 | $5,315-44.6% | $4,675-37.0% | $4,662-36.8% |
| Participant deferral / active EE | $2,947 | $6,467-54.4% | $5,630-47.7% | $6,690-56.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |