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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 | $62,684 | $108,285-42.1% | $77,552-19.2% | $158,982-60.6% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 19.60% | 31.69%-12.1pp | 54.82%-35.2pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,002 | $1,325+51.1% | $987+102.9% | $4,763-58.0% |
| Participant deferral / active EE | $5,506 | $2,455+124.2% | $1,861+195.9% | $5,983-8.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |