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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 | $51,832 | $154,228-66.4% | $145,433-64.4% | $137,256-62.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.04% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,517 | $4,804-68.4% | $4,554-66.7% | $4,156-63.5% |
| Participant deferral / active EE | $2,471 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |