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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 | $52,245 | $157,296-66.8% | $141,191-63.0% | $152,897-65.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.63% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,260 | $5,262-76.1% | $4,736-73.4% | $4,764-73.5% |
| Participant deferral / active EE | $2,520 | $7,111-64.6% | $6,710-62.4% | $5,851-56.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |