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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 | $93,943 | $202,460-53.6% | $169,385-44.5% | $139,456-32.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 14.69% | 532.07%-517.4pp | 405.82%-391.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,913 | $4,691-37.9% | $4,012-27.4% | $4,753-38.7% |
| Participant deferral / active EE | $9,342 | $6,938+34.6% | $6,221+50.2% | $6,711+39.2% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |