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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 | $66,973 | $159,934-58.1% | $147,005-54.4% | $145,959-54.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.85% | 98.24%-73.4pp | 418.76%-393.9pp | 561.95%-537.1pp |
| Employer contribution / active EE | $1,260 | $5,287-76.2% | $4,934-74.5% | $4,661-73.0% |
| Participant deferral / active EE | $6,114 | $8,427-27.5% | $8,070-24.2% | $6,689-8.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |