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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 | $201,344-61.7% | $184,243-58.2% | $145,877-47.2% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 11.51% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,820 | $7,022-74.1% | $6,427-71.7% | $4,663-61.0% |
| Participant deferral / active EE | $9,554 | $9,807-2.6% | $9,132+4.6% | $6,691+42.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |