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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 | $89,845 | $198,457-54.7% | $170,435-47.3% | $147,586-39.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 11.20% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,821 | $6,183-70.6% | $5,432-66.5% | $4,876-62.7% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |