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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 | $89,696 | $165,399-45.8% | $149,745-40.1% | $158,982-43.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.04% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,349 | $5,105-54.0% | $4,646-49.4% | $4,763-50.7% |
| Participant deferral / active EE | $9,752 | $7,183+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |