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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 | $79,901 | $115,903-31.1% | $100,528-20.5% | $158,966-49.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 79.54% | 34.80%+44.7pp | 30.90%+48.6pp | 302.95%-223.4pp |
| Employer contribution / active EE | $8,721 | $4,105+112.4% | $3,419+155.1% | $4,762+83.1% |
| Participant deferral / active EE | $21,268 | $6,677+218.5% | $6,271+239.1% | $5,983+255.5% |
| Admin fee / account holder | $245 | $11,000-97.8% | $8,084-97.0% | $11,250-97.8% |