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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 | $49,355 | $99,652-50.5% | $78,778-37.3% | $147,586-66.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.40% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,784 | $2,796+35.3% | $1,986+90.6% | $4,876-22.4% |
| Participant deferral / active EE | $12,000 | $3,664+227.6% | $2,958+305.6% | $5,439+120.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |