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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 | $59,207 | $211,946-72.1% | $169,452-65.1% | $135,379-56.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 41.14% | 3.26%+37.9pp | 1.83%+39.3pp | 519.79%-478.6pp |
| Employer contribution / active EE | $10,137 | $5,117+98.1% | $4,157+143.9% | $4,779+112.1% |
| Participant deferral / active EE | $12,099 | $6,075+99.2% | $5,277+129.3% | $5,609+115.7% |
| Admin fee / account holder | $51 | $11,472-99.6% | $9,110-99.4% | $10,828-99.5% |