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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 | $89,818 | $198,462-54.7% | $170,439-47.3% | $147,585-39.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.58%-560.4pp |
| Employer contribution / active EE | $4,410 | $6,184-28.7% | $5,433-18.8% | $4,876-9.6% |
| Participant deferral / active EE | $3,117 | $5,629-44.6% | $4,939-36.9% | $5,439-42.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |