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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 | $86,235 | $165,381-47.9% | $149,730-42.4% | $158,966-45.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 47.09% | 348.29%-301.2pp | 276.70%-229.6pp | 302.95%-255.9pp |
| Employer contribution / active EE | $7,220 | $5,104+41.5% | $4,645+55.4% | $4,762+51.6% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |