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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 | $75,733 | $160,070-52.7% | $147,117-48.5% | $145,897-48.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 14.67% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,751 | $5,285-47.9% | $4,932-44.2% | $4,663-41.0% |
| Participant deferral / active EE | $8,033 | $8,419-4.6% | $8,065-0.4% | $6,689+20.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |