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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 | $120,731 | $165,399-27.0% | $149,745-19.4% | $158,982-24.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.76% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,097 | $5,105-58.9% | $4,646-54.9% | $4,763-56.0% |
| Participant deferral / active EE | $9,155 | $7,183+27.5% | $6,843+33.8% | $5,983+53.0% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |