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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 | $70,998 | $201,344-64.7% | $184,243-61.5% | $145,877-51.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.97% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,710 | $7,022-61.4% | $6,427-57.8% | $4,663-41.9% |
| Participant deferral / active EE | $3,388 | $9,807-65.5% | $9,132-62.9% | $6,691-49.4% |
| Admin fee / account holder | $1 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |