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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 | $73,161 | $99,652-26.6% | $78,778-7.1% | $147,586-50.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 20.79% | 47.28%-26.5pp | 35.62%-14.8pp | 578.59%-557.8pp |
| Employer contribution / active EE | $9,053 | $2,796+223.8% | $1,986+355.9% | $4,876+85.7% |
| Participant deferral / active EE | $4,244 | $3,664+15.8% | $2,958+43.5% | $5,439-22.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |