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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 | $136,785 | $175,231-21.9% | $149,696-8.6% | $139,466-1.9% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 22.29% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $5,055 | $5,478-7.7% | $4,821+4.9% | $4,754+6.3% |
| Participant deferral / active EE | $3,405 | $6,521-47.8% | $5,682-40.1% | $6,712-49.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |