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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 | $56,340 | $209,428-73.1% | $178,498-68.4% | $158,950-64.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.89% | 188.78%-179.9pp | 151.09%-142.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $19,458 | $5,707+240.9% | $5,011+288.3% | $4,762+308.6% |
| Participant deferral / active EE | $10,155 | $5,955+70.5% | $5,202+95.2% | $5,983+69.7% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |