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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 | $90,566 | $110,212-17.8% | $96,534-6.2% | $139,466-35.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 46.27% | 26.42%+19.9pp | 25.88%+20.4pp | 373.66%-327.4pp |
| Employer contribution / active EE | $10,312 | $3,620+184.9% | $2,965+247.7% | $4,754+116.9% |
| Participant deferral / active EE | $11,250 | $5,547+102.8% | $4,851+131.9% | $6,712+67.6% |
| Admin fee / account holder | $100 | $11,599-99.1% | $8,253-98.8% | $11,409-99.1% |