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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 | $101,685 | $183,592-44.6% | $155,574-34.6% | $145,877-30.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 27.53% | 61.37%-33.8pp | 64.87%-37.3pp | 551.28%-523.8pp |
| Employer contribution / active EE | $9,000 | $5,317+69.3% | $4,676+92.5% | $4,663+93.0% |
| Participant deferral / active EE | $3,083 | $6,466-52.3% | $5,629-45.2% | $6,691-53.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |