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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 | $134,741 | $198,457-32.1% | $170,435-20.9% | $147,586-8.7% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 20.24% | 257.30%-237.1pp | 205.94%-185.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $3,632 | $6,183-41.3% | $5,432-33.1% | $4,876-25.5% |
| Participant deferral / active EE | $9,941 | $5,629+76.6% | $4,939+101.3% | $5,439+82.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |