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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 | $36,964 | $110,307-66.5% | $96,576-61.7% | $139,456-73.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 64.77% | 26.40%+38.4pp | 25.87%+38.9pp | 373.45%-308.7pp |
| Employer contribution / active EE | $11,090 | $3,619+206.4% | $2,965+274.0% | $4,753+133.3% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |