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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 | $120,510 | $209,422-42.5% | $178,503-32.5% | $158,982-24.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 8.05% | 188.81%-180.8pp | 151.12%-143.1pp | 302.99%-294.9pp |
| Employer contribution / active EE | $1,761 | $5,707-69.1% | $5,011-64.9% | $4,763-63.0% |
| Participant deferral / active EE | $5,788 | $5,955-2.8% | $5,202+11.3% | $5,983-3.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |