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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 | $91,801 | $159,978-42.6% | $147,041-37.6% | $145,978-37.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 36.18% | 98.36%-62.2pp | 419.21%-383.0pp | 550.52%-514.3pp |
| Employer contribution / active EE | $1,080 | $5,288-79.6% | $4,935-78.1% | $4,662-76.8% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $100 | $15,053-99.3% | $13,006-99.2% | $13,400-99.3% |