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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 | $58,607 | $183,539-68.1% | $155,556-62.3% | $145,897-59.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.94% | 61.31%-37.4pp | 64.84%-40.9pp | 552.29%-528.4pp |
| Employer contribution / active EE | $4,254 | $5,315-20.0% | $4,675-9.0% | $4,663-8.8% |
| Participant deferral / active EE | $15,167 | $6,467+134.5% | $5,631+169.4% | $6,689+126.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |