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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 | $126,550 | $198,457-36.2% | $170,435-25.7% | $147,586-14.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 14.58% | 257.30%-242.7pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $6,611 | $6,183+6.9% | $5,432+21.7% | $4,876+35.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $281 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |