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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 | $153,641 | $198,462-22.6% | $170,439-9.9% | $147,585+4.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 12.29% | 257.30%-245.0pp | 205.94%-193.6pp | 578.58%-566.3pp |
| Employer contribution / active EE | $3,600 | $6,184-41.8% | $5,433-33.7% | $4,876-26.2% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |