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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 | $48,505 | $201,344-75.9% | $184,243-73.7% | $145,877-66.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 27.72% | 29.01%-1.3pp | 28.82%-1.1pp | 551.28%-523.6pp |
| Employer contribution / active EE | $4,747 | $7,022-32.4% | $6,427-26.1% | $4,663+1.8% |
| Participant deferral / active EE | $11,133 | $9,807+13.5% | $9,132+21.9% | $6,691+66.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |