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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 | $129,023 | $213,785-39.6% | $185,441-30.4% | $155,188-16.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 57.42% | 19.97%+37.5pp | 20.16%+37.3pp | 148.84%-91.4pp |
| Employer contribution / active EE | $1,760 | $5,393-67.4% | $4,672-62.3% | $4,248-58.6% |
| Participant deferral / active EE | $15,500 | $6,864+125.8% | $6,152+152.0% | $6,531+137.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |