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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 | $69,511 | $156,398-55.6% | $147,318-52.8% | $138,895-50.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 134.57% | 78.75%+55.8pp | 70.43%+64.1pp | 145.39%-10.8pp |
| Employer contribution / active EE | $23,000 | $4,853+373.9% | $4,593+400.8% | $4,194+448.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $100 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |