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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 | $97,867 | $198,457-50.7% | $170,435-42.6% | $147,586-33.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 25.67% | 257.30%-231.6pp | 205.94%-180.3pp | 578.59%-552.9pp |
| Employer contribution / active EE | $2,888 | $6,183-53.3% | $5,432-46.8% | $4,876-40.8% |
| Participant deferral / active EE | $5,710 | $5,629+1.4% | $4,939+15.6% | $5,439+5.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |