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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 | $82,263 | $115,814-29.0% | $101,275-18.8% | $158,982-48.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 15.01% | 56.16%-41.1pp | 46.48%-31.5pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,664 | $4,176-36.2% | $3,660-27.2% | $4,763-44.1% |
| Participant deferral / active EE | $6,644 | $4,958+34.0% | $4,371+52.0% | $5,983+11.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |