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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 | $94,191 | $185,883-49.3% | $170,043-44.6% | $139,466-32.5% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 20.41% | 60.54%-40.1pp | 53.40%-33.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,915 | $7,596-74.8% | $6,790-71.8% | $4,754-59.7% |
| Participant deferral / active EE | $5,444 | $11,626-53.2% | $10,410-47.7% | $6,712-18.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |