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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 | $62,764 | $183,516-65.8% | $155,534-59.6% | $145,884-57.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 20.21% | 61.43%-41.2pp | 64.92%-44.7pp | 551.85%-531.6pp |
| Employer contribution / active EE | $2,890 | $5,315-45.6% | $4,675-38.2% | $4,662-38.0% |
| Participant deferral / active EE | $4,942 | $6,467-23.6% | $5,630-12.2% | $6,690-26.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |