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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 | $38,141 | $172,111-77.8% | $150,298-74.6% | $137,256-72.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.20% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $10,000 | $4,636+115.7% | $4,154+140.7% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |