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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 | $227,399-54.4% | $189,758-45.3% | $198,609-47.7% |
| Participation rate | 52.6% | 84.0%-31.4pp | 79.8%-27.2pp | 82.4%-29.7pp |
| Annual return | 19.25% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,814 | $5,526-67.2% | $4,767-61.9% | $5,055-64.1% |
| Participant deferral / active EE | $6,580 | $6,837-3.8% | $5,856+12.4% | $6,977-5.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |