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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 | $80,410 | $185,856-56.7% | $170,028-52.7% | $139,456-42.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.80% | 60.52%-42.7pp | 53.39%-35.6pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,850 | $7,593-75.6% | $6,788-72.7% | $4,753-61.1% |
| Participant deferral / active EE | $7,456 | $11,623-35.9% | $10,409-28.4% | $6,711+11.1% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |