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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 | $38,316 | $185,883-79.4% | $170,043-77.5% | $139,466-72.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 51.09% | 60.54%-9.5pp | 53.40%-2.3pp | 373.66%-322.6pp |
| Employer contribution / active EE | $1,600 | $7,596-78.9% | $6,790-76.4% | $4,754-66.3% |
| Participant deferral / active EE | $13,398 | $11,626+15.2% | $10,410+28.7% | $6,712+99.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |