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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 | $94,709 | $201,344-53.0% | $184,243-48.6% | $145,877-35.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.65% | 29.01%-9.4pp | 28.82%-9.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $8,275 | $7,022+17.8% | $6,427+28.7% | $4,663+77.5% |
| Participant deferral / active EE | $17,477 | $9,807+78.2% | $9,132+91.4% | $6,691+161.2% |
| Admin fee / account holder | $106 | $16,382-99.4% | $13,914-99.2% | $13,402-99.2% |