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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 | $118,894 | $183,539-35.2% | $155,556-23.6% | $145,897-18.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.14% | 61.31%-39.2pp | 64.84%-42.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $2,365 | $5,315-55.5% | $4,675-49.4% | $4,663-49.3% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |