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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 | $38,179 | $201,370-81.0% | $184,256-79.3% | $145,897-73.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 33.95% | 29.05%+4.9pp | 28.85%+5.1pp | 552.29%-518.3pp |
| Employer contribution / active EE | $6,450 | $7,024-8.2% | $6,427+0.4% | $4,663+38.3% |
| Participant deferral / active EE | $7,857 | $9,808-19.9% | $9,133-14.0% | $6,689+17.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |