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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 | $101,300 | $289,211-65.0% | $260,467-61.1% | $198,609-49.0% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 387.68% | 112.90%+274.8pp | 100.60%+287.1pp | 202.70%+185.0pp |
| Employer contribution / active EE | $2,533 | $4,663-45.7% | $4,239-40.2% | $5,055-49.9% |
| Participant deferral / active EE | $10,398 | $6,812+52.6% | $6,319+64.5% | $6,977+49.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |