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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 | $48,845 | $183,539-73.4% | $155,556-68.6% | $145,897-66.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.70% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $16,004 | $5,315+201.1% | $4,675+242.3% | $4,663+243.2% |
| Participant deferral / active EE | $10,767 | $6,467+66.5% | $5,631+91.2% | $6,689+61.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |