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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 | $125,265 | $198,457-36.9% | $170,435-26.5% | $147,586-15.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.79% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $5,950 | $6,183-3.8% | $5,432+9.5% | $4,876+22.0% |
| Participant deferral / active EE | $2,124 | $5,629-62.3% | $4,939-57.0% | $5,439-60.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |