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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 | $137,845 | $217,427-36.6% | $185,837-25.8% | $167,518-17.7% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 18.28% | 148.39%-130.1pp | 122.08%-103.8pp | 478.71%-460.4pp |
| Employer contribution / active EE | $7,479 | $5,874+27.3% | $5,168+44.7% | $4,838+54.6% |
| Participant deferral / active EE | $15,224 | $6,357+139.5% | $5,568+173.4% | $6,342+140.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |