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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 | $87,774 | $185,905-52.8% | $170,057-48.4% | $139,487-37.1% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 17.22% | 60.56%-43.3pp | 53.42%-36.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,231 | $7,597-57.5% | $6,790-52.4% | $4,755-32.0% |
| Participant deferral / active EE | $5,019 | $11,627-56.8% | $10,411-51.8% | $6,713-25.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |