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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 | $189,187 | $202,440-6.5% | $169,390+11.7% | $139,466+35.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 21.17% | 532.36%-511.2pp | 406.07%-384.9pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,600 | $4,693-65.9% | $4,013-60.1% | $4,754-66.3% |
| Participant deferral / active EE | $6,574 | $6,940-5.3% | $6,222+5.7% | $6,712-2.0% |
| Admin fee / account holder | $40 | $10,722-99.6% | $9,015-99.6% | $11,409-99.6% |