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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 | $96,548 | $209,425-53.9% | $178,499-45.9% | $158,966-39.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 42.66% | 188.80%-146.1pp | 151.10%-108.4pp | 302.95%-260.3pp |
| Employer contribution / active EE | $1,745 | $5,707-69.4% | $5,011-65.2% | $4,762-63.4% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |