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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 | $59,029 | $160,040-63.1% | $147,096-59.9% | $145,877-59.5% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 16.89% | 98.49%-81.6pp | 419.75%-402.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,056 | $5,289-61.1% | $4,936-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $6,493 | $8,429-23.0% | $8,071-19.6% | $6,691-3.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |