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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 | $53,684 | $178,174-69.9% | $156,181-65.6% | $137,256-60.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 14.90% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,618 | $4,972-67.5% | $4,294-62.3% | $4,156-61.1% |
| Participant deferral / active EE | $4,662 | $6,888-32.3% | $6,132-24.0% | $6,407-27.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |