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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 | $83,475 | $176,402-52.7% | $134,162-37.8% | $158,966-47.5% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 23.58% | 63.66%-40.1pp | 36.35%-12.8pp | 302.95%-279.4pp |
| Employer contribution / active EE | $5,628 | $5,042+11.6% | $3,705+51.9% | $4,762+18.2% |
| Participant deferral / active EE | $5,619 | $4,093+37.3% | $3,500+60.5% | $5,983-6.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |