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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 | $60,347 | $183,516-67.1% | $155,534-61.2% | $145,884-58.6% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 18.59% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,166 | $5,315-78.1% | $4,675-75.1% | $4,662-75.0% |
| Participant deferral / active EE | $5,096 | $6,467-21.2% | $5,630-9.5% | $6,690-23.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |