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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 | $61,983 | $135,956-54.4% | $123,894-50.0% | $273,972-77.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 37.52% | 56.63%-19.1pp | 47.52%-10.0pp | 41.46%-3.9pp |
| Employer contribution / active EE | $23,299 | $5,170+350.7% | $4,617+404.7% | $4,869+378.5% |
| Participant deferral / active EE | $25,918 | $6,343+308.6% | $5,984+333.1% | $5,287+390.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |