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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 | $107,154 | $176,105-39.2% | $159,474-32.8% | $167,536-36.0% |
| Participation rate | 30.4% | 85.0%-54.5pp | 82.8%-52.4pp | 82.1%-51.7pp |
| Annual return | 20.99% | 331.91%-310.9pp | 263.68%-242.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $2,084 | $5,299-60.7% | $4,831-56.9% | $4,839-56.9% |
| Participant deferral / active EE | $6,970 | $7,751-10.1% | $7,353-5.2% | $6,342+9.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |