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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 | $77,024 | $201,370-61.8% | $184,256-58.2% | $145,897-47.2% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 11.51% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,820 | $7,024-74.1% | $6,427-71.7% | $4,663-61.0% |
| Participant deferral / active EE | $9,554 | $9,808-2.6% | $9,133+4.6% | $6,689+42.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |