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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 | $98,477 | $183,988-46.5% | $162,177-39.3% | $152,897-35.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 22.30% | 150.79%-128.5pp | 115.60%-93.3pp | 345.43%-323.1pp |
| Employer contribution / active EE | $5,794 | $6,370-9.0% | $5,613+3.2% | $4,764+21.6% |
| Participant deferral / active EE | $4,123 | $8,032-48.7% | $7,297-43.5% | $5,851-29.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |