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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 | $140,684 | $160,070-12.1% | $147,117-4.4% | $145,897-3.6% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 19.71% | 98.69%-79.0pp | 420.54%-400.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,335 | $5,285-55.8% | $4,932-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $8,431 | $8,419+0.1% | $8,065+4.5% | $6,689+26.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |