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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 | $50,778 | $160,070-68.3% | $147,117-65.5% | $145,897-65.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.78% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,606 | $5,285-50.7% | $4,932-47.2% | $4,663-44.1% |
| Participant deferral / active EE | $6,006 | $8,419-28.7% | $8,065-25.5% | $6,689-10.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |