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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 | $66,378 | $232,540-71.5% | $185,117-64.1% | $147,586-55.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 18.41% | 43.03%-24.6pp | 40.50%-22.1pp | 578.59%-560.2pp |
| Employer contribution / active EE | $5,917 | $5,195+13.9% | $4,182+41.5% | $4,876+21.3% |
| Participant deferral / active EE | $4,800 | $5,834-17.7% | $5,045-4.9% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |