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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 | $80,778 | $99,652-18.9% | $78,778+2.5% | $147,586-45.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 21.22% | 47.28%-26.1pp | 35.62%-14.4pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,700 | $2,796+32.4% | $1,986+86.3% | $4,876-24.1% |
| Participant deferral / active EE | $9,250 | $3,664+152.5% | $2,958+212.7% | $5,439+70.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |