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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 | $121,632 | $196,972-38.2% | $182,262-33.3% | $198,609-38.8% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 19.03% | 158.27%-139.2pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $4,560 | $5,364-15.0% | $5,046-9.6% | $5,055-9.8% |
| Participant deferral / active EE | $10,032 | $8,643+16.1% | $8,276+21.2% | $6,977+43.8% |
| Admin fee / account holder | $244 | $18,429-98.7% | $16,712-98.5% | $19,030-98.7% |