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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 | $81,657 | $175,259-53.4% | $149,723-45.5% | $139,487-41.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 45.30% | 166.82%-121.5pp | 134.50%-89.2pp | 373.84%-328.5pp |
| Employer contribution / active EE | $1,096 | $5,478-80.0% | $4,821-77.3% | $4,755-76.9% |
| Participant deferral / active EE | $9,000 | $6,522+38.0% | $5,682+58.4% | $6,713+34.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |