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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 | $55,098 | $185,883-70.4% | $170,043-67.6% | $139,466-60.5% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 35.32% | 60.54%-25.2pp | 53.40%-18.1pp | 373.66%-338.3pp |
| Employer contribution / active EE | $3,169 | $7,596-58.3% | $6,790-53.3% | $4,754-33.3% |
| Participant deferral / active EE | $10,410 | $11,626-10.5% | $10,4100% | $6,712+55.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |