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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 | $76,630 | $183,516-58.2% | $155,534-50.7% | $145,884-47.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 28.79% | 61.43%-32.6pp | 64.92%-36.1pp | 551.85%-523.1pp |
| Employer contribution / active EE | $1,334 | $5,315-74.9% | $4,675-71.5% | $4,662-71.4% |
| Participant deferral / active EE | $5,220 | $6,467-19.3% | $5,630-7.3% | $6,690-22.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |