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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 | $75,721 | $228,352-66.8% | $185,835-59.3% | $158,966-52.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 26.88% | 40.81%-13.9pp | 35.96%-9.1pp | 302.95%-276.1pp |
| Employer contribution / active EE | $700 | $4,967-85.9% | $4,087-82.9% | $4,762-85.3% |
| Participant deferral / active EE | $9,250 | $6,416+44.2% | $5,633+64.2% | $5,983+54.6% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |