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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 | $97,575 | $209,425-53.4% | $178,499-45.3% | $158,966-38.6% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 19.14% | 188.80%-169.7pp | 151.10%-132.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,671 | $5,707-70.7% | $5,011-66.7% | $4,762-64.9% |
| Participant deferral / active EE | $4,405 | $5,955-26.0% | $5,202-15.3% | $5,983-26.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |