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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 | $69,495 | $176,105-60.5% | $159,474-56.4% | $167,536-58.5% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 24.79% | 331.91%-307.1pp | 263.68%-238.9pp | 478.82%-454.0pp |
| Employer contribution / active EE | $13,665 | $5,299+157.9% | $4,831+182.9% | $4,839+182.4% |
| Participant deferral / active EE | $7,429 | $7,751-4.2% | $7,353+1.0% | $6,342+17.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |