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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 | $58,998 | $172,111-65.7% | $150,298-60.7% | $137,256-57.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,222 | $4,636-52.1% | $4,154-46.5% | $4,156-46.5% |
| Participant deferral / active EE | $6,056 | $6,166-1.8% | $5,453+11.1% | $6,407-5.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |