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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 | $89,221 | $209,425-57.4% | $178,499-50.0% | $158,966-43.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 15.02% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,613 | $5,707-71.7% | $5,011-67.8% | $4,762-66.1% |
| Participant deferral / active EE | $5,055 | $5,955-15.1% | $5,202-2.8% | $5,983-15.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |