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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 | $113,383 | $217,427-47.9% | $185,837-39.0% | $167,518-32.3% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 21.75% | 148.39%-126.6pp | 122.08%-100.3pp | 478.71%-457.0pp |
| Employer contribution / active EE | $13,116 | $5,874+123.3% | $5,168+153.8% | $4,838+171.1% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,568+75.1% | $6,342+53.7% |
| Admin fee / account holder | $74 | $19,816-99.6% | $16,241-99.5% | $12,312-99.4% |