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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 | $109,548 | $148,623-26.3% | $135,974-19.4% | $139,466-21.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 36.17% | 79.30%-43.1pp | 68.30%-32.1pp | 373.66%-337.5pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $10,242 | $8,103+26.4% | $7,760+32.0% | $6,712+52.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |