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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 | $82,105 | $165,399-50.4% | $149,745-45.2% | $158,982-48.4% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 16.53% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,159 | $5,105-57.7% | $4,646-53.5% | $4,763-54.7% |
| Participant deferral / active EE | $5,867 | $7,183-18.3% | $6,843-14.3% | $5,983-1.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |