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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 | $117,079 | $211,288-44.6% | $178,540-34.4% | $145,884-19.7% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 23.00% | 30.27%-7.3pp | 27.15%-4.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $25,288 | $4,574+452.9% | $3,953+539.7% | $4,662+442.4% |
| Participant deferral / active EE | $3,943 | $6,967-43.4% | $6,281-37.2% | $6,690-41.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |