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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 | $78,880 | $159,978-50.7% | $147,041-46.4% | $145,978-46.0% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 16.39% | 98.36%-82.0pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,258 | $5,288-38.4% | $4,935-34.0% | $4,662-30.1% |
| Participant deferral / active EE | $6,958 | $8,429-17.5% | $8,071-13.8% | $6,690+4.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |