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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 | $97,851 | $169,356-42.2% | $129,406-24.4% | $145,897-32.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.10% | 14418.62%-14407.5pp | 9468.18%-9457.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,200 | $4,987+4.3% | $4,167+24.8% | $6,689-22.3% |
| Admin fee / account holder | $123 | $9,915-98.8% | $7,689-98.4% | $13,390-99.1% |