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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 | $61,423 | $115,796-47.0% | $101,264-39.3% | $158,950-61.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.51% | 56.15%-37.6pp | 46.48%-28.0pp | 302.91%-284.4pp |
| Employer contribution / active EE | $5,541 | $4,175+32.7% | $3,660+51.4% | $4,762+16.4% |
| Participant deferral / active EE | $10,407 | $4,958+109.9% | $4,370+138.1% | $5,983+74.0% |
| Admin fee / account holder | $70 | $7,247-99.0% | $5,947-98.8% | $11,248-99.4% |