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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 | $58,166 | $183,627-68.3% | $155,602-62.6% | $145,978-60.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 16.17% | 61.32%-45.2pp | 64.81%-48.6pp | 550.52%-534.4pp |
| Employer contribution / active EE | $3,220 | $5,316-39.4% | $4,675-31.1% | $4,662-30.9% |
| Participant deferral / active EE | $12,067 | $6,466+86.6% | $5,629+114.4% | $6,690+80.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |