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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 | $21,215 | $160,040-86.7% | $147,096-85.6% | $145,877-85.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 158.35% | 98.49%+59.9pp | 419.75%-261.4pp | 551.28%-392.9pp |
| Employer contribution / active EE | $5,096 | $5,289-3.7% | $4,936+3.2% | $4,663+9.3% |
| Participant deferral / active EE | $9,134 | $8,429+8.4% | $8,071+13.2% | $6,691+36.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |