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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 | $20,709 | $172,111-88.0% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 29.2% | 81.7%-52.5pp | 77.8%-48.6pp | 80.0%-50.8pp |
| Annual return | 24.57% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,507 | $4,636-45.9% | $4,154-39.6% | $4,156-39.7% |
| Participant deferral / active EE | $5,664 | $6,166-8.1% | $5,453+3.9% | $6,407-11.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |