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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 | $183,592-67.2% | $155,574-61.3% | $145,877-58.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.38% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,500 | $5,317-71.8% | $4,676-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $10,000 | $6,466+54.7% | $5,629+77.6% | $6,691+49.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |