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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 | $99,682 | $114,119-12.7% | $107,187-7.0% | $138,895-28.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 23.96% | 273.21%-249.2pp | 204.55%-180.6pp | 145.39%-121.4pp |
| Employer contribution / active EE | $5,327 | $4,059+31.2% | $3,782+40.8% | $4,194+27.0% |
| Participant deferral / active EE | $9,181 | $5,538+65.8% | $5,096+80.2% | $6,396+43.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |