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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 | $123,412-65.6% | $69,460-38.9% | $145,978-70.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 11.17% | 191.25%-180.1pp | 100.80%-89.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,010 | $2,684-25.1% | $1,714+17.2% | $4,662-56.9% |
| Participant deferral / active EE | $7,587 | $4,240+78.9% | $2,890+162.5% | $6,690+13.4% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |