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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 | $57,011 | $201,259-71.7% | $184,200-69.0% | $145,959-60.9% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 14.91% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,563 | $7,018-49.2% | $6,424-44.5% | $4,661-23.6% |
| Participant deferral / active EE | $13,654 | $9,806+39.2% | $9,132+49.5% | $6,689+104.1% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |