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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 | $61,406 | $232,540-73.6% | $185,117-66.8% | $147,585-58.4% |
| Participation rate | 22.2% | 82.4%-60.1pp | 77.3%-55.0pp | 82.8%-60.6pp |
| Annual return | 25.83% | 43.03%-17.2pp | 40.50%-14.7pp | 578.58%-552.8pp |
| Employer contribution / active EE | $589 | $5,195-88.7% | $4,182-85.9% | $4,876-87.9% |
| Participant deferral / active EE | $4,570 | $5,834-21.7% | $5,045-9.4% | $5,439-16.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |