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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 | $47,574 | $183,627-74.1% | $155,602-69.4% | $145,978-67.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.00% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,440 | $5,316-54.1% | $4,675-47.8% | $4,662-47.7% |
| Participant deferral / active EE | $3,049 | $6,466-52.8% | $5,629-45.8% | $6,690-54.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |