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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 | $69,105 | $166,242-58.4% | $165,071-58.1% | $145,884-52.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 14.52% | 100.44%-85.9pp | 70.17%-55.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,625 | $5,283-69.2% | $4,347-62.6% | $4,662-65.1% |
| Participant deferral / active EE | $3,389 | $6,964-51.3% | $6,035-43.9% | $6,690-49.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |