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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 | $67,906 | $198,462-65.8% | $170,439-60.2% | $147,585-54.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.58%-565.3pp |
| Employer contribution / active EE | $1,416 | $6,184-77.1% | $5,433-73.9% | $4,876-71.0% |
| Participant deferral / active EE | $6,463 | $5,629+14.8% | $4,939+30.8% | $5,439+18.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |