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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 | $62,819 | $183,516-65.8% | $155,534-59.6% | $145,884-56.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 25.58% | 61.43%-35.8pp | 64.92%-39.3pp | 551.85%-526.3pp |
| Employer contribution / active EE | $2,820 | $5,315-46.9% | $4,675-39.7% | $4,662-39.5% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |