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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 | $60,170 | $183,539-67.2% | $155,556-61.3% | $145,897-58.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.38% | 61.31%-41.9pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,500 | $5,315-71.8% | $4,675-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $10,000 | $6,467+54.6% | $5,631+77.6% | $6,689+49.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |