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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 | $125,555 | $160,070-21.6% | $147,117-14.7% | $145,897-13.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.36% | 98.69%-79.3pp | 420.54%-401.2pp | 552.29%-532.9pp |
| Employer contribution / active EE | $25,480 | $5,285+382.2% | $4,932+416.6% | $4,663+446.5% |
| Participant deferral / active EE | $14,406 | $8,419+71.1% | $8,065+78.6% | $6,689+115.4% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |