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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 | $185,312-71.1% | $161,489-66.8% | $154,746-65.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 38.77% | 103.84%-65.1pp | 89.72%-50.9pp | 172.34%-133.6pp |
| Employer contribution / active EE | $2,617 | $4,769-45.1% | $4,268-38.7% | $4,379-40.2% |
| Participant deferral / active EE | $7,833 | $6,350+23.4% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |