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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 | $115,844 | $226,090-48.8% | $182,531-36.5% | $152,885-24.2% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.0%-31.8pp | 82.5%-36.3pp |
| Annual return | 12.54% | 192.57%-180.0pp | 148.57%-136.0pp | 345.39%-332.8pp |
| Employer contribution / active EE | $4,326 | $4,978-13.1% | $4,075+6.2% | $4,763-9.2% |
| Participant deferral / active EE | $9,692 | $6,369+52.2% | $5,525+75.4% | $5,851+65.7% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |