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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 | $71,310 | $211,239-66.2% | $178,528-60.1% | $145,877-51.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.29% | 30.22%-21.9pp | 27.11%-18.8pp | 551.28%-543.0pp |
| Employer contribution / active EE | $15,875 | $4,570+247.4% | $3,950+301.9% | $4,663+240.4% |
| Participant deferral / active EE | $7,500 | $6,963+7.7% | $6,278+19.5% | $6,691+12.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |