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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 | $111,245 | $183,539-39.4% | $155,556-28.5% | $145,897-23.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.96% | 61.31%-47.3pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,800 | $5,315-66.1% | $4,675-61.5% | $4,663-61.4% |
| Participant deferral / active EE | $5,745 | $6,467-11.2% | $5,631+2.0% | $6,689-14.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |