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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 | $132,166 | $175,259-24.6% | $149,723-11.7% | $139,487-5.2% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.23% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,224 | $5,478-77.7% | $4,821-74.6% | $4,755-74.3% |
| Participant deferral / active EE | $4,500 | $6,522-31.0% | $5,682-20.8% | $6,713-33.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |