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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 | $103,777 | $172,111-39.7% | $150,298-31.0% | $137,256-24.4% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 19.25% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,814 | $4,636-60.9% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $6,580 | $6,166+6.7% | $5,453+20.7% | $6,407+2.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |