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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 | $62,650 | $198,457-68.4% | $170,435-63.2% | $147,586-57.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.33% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,789 | $6,183-71.1% | $5,432-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |