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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 | $51,068 | $97,751-47.8% | $103,431-50.6% | $145,978-65.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 34.87% | 25.43%+9.4pp | 23.92%+11.0pp | 550.52%-515.6pp |
| Employer contribution / active EE | $16,484 | $4,684+251.9% | $4,678+252.4% | $4,662+253.6% |
| Participant deferral / active EE | $10,909 | $6,603+65.2% | $6,625+64.7% | $6,690+63.1% |
| Admin fee / account holder | $20 | $12,515-99.8% | $9,412-99.8% | $13,400-99.9% |