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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 | $90,551 | $160,028-43.4% | $147,080-38.4% | $145,884-37.9% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 14.66% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $7,405 | $5,286+40.1% | $4,933+50.1% | $4,662+58.8% |
| Participant deferral / active EE | $8,615 | $8,422+2.3% | $8,066+6.8% | $6,690+28.8% |
| Admin fee / account holder | $3 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |