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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 | $26,357 | $185,883-85.8% | $170,043-84.5% | $139,466-81.1% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 36.30% | 60.54%-24.2pp | 53.40%-17.1pp | 373.66%-337.4pp |
| Employer contribution / active EE | $2,086 | $7,596-72.5% | $6,790-69.3% | $4,754-56.1% |
| Participant deferral / active EE | $3,046 | $11,626-73.8% | $10,410-70.7% | $6,712-54.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |