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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 | $28,691 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 25.68% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,138 | $4,636-53.9% | $4,154-48.5% | $4,156-48.6% |
| Participant deferral / active EE | $5,063 | $6,166-17.9% | $5,453-7.1% | $6,407-21.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |