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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 | $70,261 | $175,259-59.9% | $149,723-53.1% | $139,487-49.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.60% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,179 | $5,478-60.2% | $4,821-54.8% | $4,755-54.2% |
| Participant deferral / active EE | $10,304 | $6,522+58.0% | $5,682+81.3% | $6,713+53.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |