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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 | $181,062-59.2% | $158,223-53.3% | $155,188-52.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 23.27% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2,088 | $4,565-54.3% | $4,109-49.2% | $4,248-50.9% |
| Participant deferral / active EE | $6,056 | $6,134-1.3% | $5,467+10.8% | $6,531-7.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |