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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 | $53,800 | $157,270-65.8% | $141,173-61.9% | $152,870-64.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 14.73% | 64.33%-49.6pp | 71.40%-56.7pp | 345.34%-330.6pp |
| Employer contribution / active EE | $10,333 | $5,261+96.4% | $4,735+118.2% | $4,763+117.0% |
| Participant deferral / active EE | $4,167 | $7,110-41.4% | $6,710-37.9% | $5,850-28.8% |
| Admin fee / account holder | $222 | $12,121-98.2% | $10,262-97.8% | $11,597-98.1% |