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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 | $62,858 | $165,381-62.0% | $149,730-58.0% | $158,966-60.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.47% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.5pp |
| Employer contribution / active EE | $1,900 | $5,104-62.8% | $4,645-59.1% | $4,762-60.1% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |