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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 | $120,775 | $198,462-39.1% | $170,439-29.1% | $147,585-18.2% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 14.84% | 257.30%-242.5pp | 205.94%-191.1pp | 578.58%-563.7pp |
| Employer contribution / active EE | $1,318 | $6,184-78.7% | $5,433-75.7% | $4,876-73.0% |
| Participant deferral / active EE | $5,481 | $5,629-2.6% | $4,939+11.0% | $5,439+0.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |