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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 | $36,198 | $201,259-82.0% | $184,200-80.3% | $145,959-75.2% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 30.85% | 28.98%+1.9pp | 28.80%+2.1pp | 561.95%-531.1pp |
| Employer contribution / active EE | $4,123 | $7,018-41.3% | $6,424-35.8% | $4,661-11.5% |
| Participant deferral / active EE | $5,678 | $9,806-42.1% | $9,132-37.8% | $6,689-15.1% |
| Admin fee / account holder | $1 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |