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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 | $66,791 | $183,539-63.6% | $155,556-57.1% | $145,897-54.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 22.77% | 61.31%-38.5pp | 64.84%-42.1pp | 552.29%-529.5pp |
| Employer contribution / active EE | $1,584 | $5,315-70.2% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $6,040 | $6,467-6.6% | $5,631+7.3% | $6,689-9.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |