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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 | $55,401 | $157,296-64.8% | $141,191-60.8% | $152,897-63.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.82% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $4,760 | $5,262-9.5% | $4,736+0.5% | $4,764-0.1% |
| Participant deferral / active EE | $7,554 | $7,111+6.2% | $6,710+12.6% | $5,851+29.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |