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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 | $36,478 | $159,934-77.2% | $147,005-75.2% | $145,959-75.0% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 14.75% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,592 | $5,287-69.9% | $4,934-67.7% | $4,661-65.9% |
| Participant deferral / active EE | $4,443 | $8,427-47.3% | $8,070-44.9% | $6,689-33.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |