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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 | $42,411 | $123,854-65.8% | $69,623-39.1% | $145,884-70.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 11.17% | 192.35%-181.2pp | 101.23%-90.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,010 | $2,673-24.8% | $1,709+17.6% | $4,662-56.9% |
| Participant deferral / active EE | $7,587 | $4,242+78.8% | $2,890+162.5% | $6,690+13.4% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |