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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 | $92,957 | $138,075-32.7% | $123,552-24.8% | $135,379-31.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.08% | 153.70%-152.6pp | 119.20%-118.1pp | 519.79%-518.7pp |
| Employer contribution / active EE | $5,500 | $5,152+6.8% | $4,628+18.8% | $4,779+15.1% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |