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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 | $130,622 | $160,028-18.4% | $147,080-11.2% | $145,884-10.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.33% | 98.60%-78.3pp | 420.17%-399.8pp | 551.85%-531.5pp |
| Employer contribution / active EE | $4,772 | $5,286-9.7% | $4,933-3.3% | $4,662+2.4% |
| Participant deferral / active EE | $11,400 | $8,422+35.4% | $8,066+41.3% | $6,690+70.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |