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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 | $89,863 | $159,934-43.8% | $147,005-38.9% | $145,959-38.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.92% | 98.24%-75.3pp | 418.76%-395.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $3,656 | $5,287-30.8% | $4,934-25.9% | $4,661-21.6% |
| Participant deferral / active EE | $9,925 | $8,427+17.8% | $8,070+23.0% | $6,689+48.4% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |