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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 | $71,579 | $148,629-51.8% | $135,982-47.4% | $139,487-48.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 36.57% | 79.33%-42.8pp | 68.32%-31.8pp | 373.84%-337.3pp |
| Employer contribution / active EE | $12,290 | $5,247+134.3% | $4,859+152.9% | $4,755+158.5% |
| Participant deferral / active EE | $6,592 | $8,102-18.6% | $7,760-15.0% | $6,713-1.8% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |