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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 | $160,040-58.2% | $147,096-54.5% | $145,877-54.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.85% | 98.49%-73.6pp | 419.75%-394.9pp | 551.28%-526.4pp |
| Employer contribution / active EE | $1,260 | $5,289-76.2% | $4,936-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $6,114 | $8,429-27.5% | $8,071-24.2% | $6,691-8.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |