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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 | $211,288-66.3% | $178,540-60.1% | $145,884-51.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.29% | 30.27%-22.0pp | 27.15%-18.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $15,875 | $4,574+247.1% | $3,953+301.6% | $4,662+240.5% |
| Participant deferral / active EE | $7,500 | $6,967+7.7% | $6,281+19.4% | $6,690+12.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |