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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 | $56,880 | $124,346-54.3% | $111,306-48.9% | $167,553-66.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 11.47% | 37.46%-26.0pp | 54.67%-43.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $7,469 | $3,438+117.3% | $2,732+173.4% | $4,840+54.3% |
| Participant deferral / active EE | $4,917 | $5,182-5.1% | $4,488+9.6% | $6,343-22.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |