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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 | $116,174 | $211,288-45.0% | $178,540-34.9% | $145,884-20.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.43% | 30.27%-12.8pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $6,375 | $4,574+39.4% | $3,953+61.3% | $4,662+36.7% |
| Participant deferral / active EE | $11,500 | $6,967+65.1% | $6,281+83.1% | $6,690+71.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |