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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 | $129,023 | $184,014-29.9% | $161,149-19.9% | $138,895-7.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 57.42% | 21.52%+35.9pp | 21.16%+36.3pp | 145.39%-88.0pp |
| Employer contribution / active EE | $1,760 | $5,055-65.2% | $4,360-59.6% | $4,194-58.0% |
| Participant deferral / active EE | $15,500 | $6,909+124.3% | $6,153+151.9% | $6,396+142.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |