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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 | $77,622 | $115,810-33.0% | $101,271-23.4% | $158,966-51.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 8.94% | 56.15%-47.2pp | 46.48%-37.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $5,700 | $4,175+36.5% | $3,660+55.7% | $4,762+19.7% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |