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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 | $61,407 | $202,440-69.7% | $169,390-63.7% | $139,466-56.0% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 19.98% | 532.36%-512.4pp | 406.07%-386.1pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,190 | $4,693-74.6% | $4,013-70.4% | $4,754-75.0% |
| Participant deferral / active EE | $3,896 | $6,940-43.9% | $6,222-37.4% | $6,712-42.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |