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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 | $103,085 | $232,540-55.7% | $185,117-44.3% | $147,586-30.2% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 16.96% | 43.03%-26.1pp | 40.50%-23.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $7,377 | $5,195+42.0% | $4,182+76.4% | $4,876+51.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |