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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 | $123,978 | $157,304-21.2% | $141,197-12.2% | $152,909-18.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 26.17% | 64.34%-38.2pp | 71.41%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $4,088 | $5,263-22.3% | $4,736-13.7% | $4,764-14.2% |
| Participant deferral / active EE | $9,480 | $7,111+33.3% | $6,710+41.3% | $5,851+62.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |