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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 | $133,352 | $175,259-23.9% | $149,723-10.9% | $139,487-4.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.95% | 166.82%-144.9pp | 134.50%-112.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $4,327 | $5,478-21.0% | $4,821-10.3% | $4,755-9.0% |
| Participant deferral / active EE | $11,423 | $6,522+75.2% | $5,682+101.0% | $6,713+70.2% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |