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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 | $32,732 | $148,623-78.0% | $135,974-75.9% | $139,466-76.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 16.82% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,860 | $5,246-45.5% | $4,859-41.1% | $4,754-39.8% |
| Participant deferral / active EE | $6,468 | $8,103-20.2% | $7,760-16.7% | $6,712-3.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |