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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 | $45,149 | $127,387-64.6% | $115,038-60.8% | $125,389-64.0% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 152.47% | 31.28%+121.2pp | 26.14%+126.3pp | 282.24%-129.8pp |
| Employer contribution / active EE | $1,144 | $5,166-77.9% | $4,608-75.2% | $4,866-76.5% |
| Participant deferral / active EE | $7,800 | $6,423+21.4% | $6,026+29.4% | $5,352+45.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |