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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 | $45,780 | $225,673-79.7% | $203,872-77.5% | $155,188-70.5% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 27.55% | 95.91%-68.4pp | 85.11%-57.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $10,895 | $4,099+165.8% | $3,757+190.0% | $4,248+156.5% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $186 | $12,327-98.5% | $11,730-98.4% | $14,480-98.7% |