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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 | $113,109 | $202,342-44.1% | $172,753-34.5% | $152,909-26.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 27.42% | 1029.88%-1002.5pp | 803.00%-775.6pp | 345.46%-318.0pp |
| Employer contribution / active EE | $3,018 | $5,857-48.5% | $5,144-41.3% | $4,764-36.7% |
| Participant deferral / active EE | $11,036 | $5,948+85.5% | $5,198+112.3% | $5,851+88.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |