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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 | $49,690 | $209,425-76.3% | $178,499-72.2% | $158,966-68.7% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 60.41% | 188.80%-128.4pp | 151.10%-90.7pp | 302.95%-242.5pp |
| Employer contribution / active EE | $4,848 | $5,707-15.1% | $5,011-3.3% | $4,762+1.8% |
| Participant deferral / active EE | $8,019 | $5,955+34.7% | $5,202+54.2% | $5,983+34.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |