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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 | $53,602 | $172,111-68.9% | $150,298-64.3% | $137,256-60.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 38.77% | 69.37%-30.6pp | 62.79%-24.0pp | 220.34%-181.6pp |
| Employer contribution / active EE | $2,617 | $4,636-43.6% | $4,154-37.0% | $4,156-37.0% |
| Participant deferral / active EE | $7,833 | $6,166+27.0% | $5,453+43.7% | $6,407+22.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |