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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 | $83,664 | $198,457-57.8% | $170,435-50.9% | $147,586-43.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 12.73% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $3,760 | $6,183-39.2% | $5,432-30.8% | $4,876-22.9% |
| Participant deferral / active EE | $9,614 | $5,629+70.8% | $4,939+94.6% | $5,439+76.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |