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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 | $53,671 | $212,386-74.7% | $199,883-73.1% | $138,895-61.4% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 35.23% | 47.75%-12.5pp | 43.81%-8.6pp | 145.39%-110.2pp |
| Employer contribution / active EE | $8,333 | $6,625+25.8% | $6,261+33.1% | $4,194+98.7% |
| Participant deferral / active EE | $8,983 | $9,617-6.6% | $9,138-1.7% | $6,396+40.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |