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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 | $24,616 | $89,367-72.5% | $141,191-82.6% | $72,975-66.3% |
| Participation rate | 62.1% | 75.1%-13.1pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 30.60% | 111.87%-81.3pp | 71.41%-40.8pp | 81.01%-50.4pp |
| Employer contribution / active EE | $6,193 | $3,115+98.8% | $4,736+30.8% | $2,440+153.8% |
| Participant deferral / active EE | $7,757 | $5,419+43.2% | $6,710+15.6% | $3,608+115.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |