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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 | $63,331 | $201,370-68.6% | $184,256-65.6% | $145,897-56.6% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 15.47% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,791 | $7,024-46.0% | $6,427-41.0% | $4,663-18.7% |
| Participant deferral / active EE | $3,791 | $9,808-61.3% | $9,133-58.5% | $6,689-43.3% |
| Admin fee / account holder | $256 | $16,364-98.4% | $13,899-98.2% | $13,390-98.1% |