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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 | $114,947 | $185,856-38.2% | $170,028-32.4% | $139,456-17.6% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 12.05% | 60.52%-48.5pp | 53.39%-41.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $13,200 | $7,593+73.8% | $6,788+94.5% | $4,753+177.7% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |