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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 | $73,848 | $174,379-57.7% | $152,093-51.4% | $138,895-46.8% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 23.27% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $2,088 | $4,652-55.1% | $4,175-50.0% | $4,194-50.2% |
| Participant deferral / active EE | $6,056 | $6,159-1.7% | $5,451+11.1% | $6,396-5.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |