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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 | $30,077 | $118,496-74.6% | $98,461-69.5% | $139,466-78.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 52.77% | 18.96%+33.8pp | 21.17%+31.6pp | 373.66%-320.9pp |
| Employer contribution / active EE | $3,941 | $3,611+9.1% | $3,049+29.3% | $4,754-17.1% |
| Participant deferral / active EE | $3,941 | $5,393-26.9% | $4,738-16.8% | $6,712-41.3% |
| Admin fee / account holder | $11 | $14,056-99.9% | $8,961-99.9% | $11,409-99.9% |