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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 | $156,029 | $160,070-2.5% | $147,117+6.1% | $145,897+6.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.94% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,526 | $5,285-71.1% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $5,456 | $8,419-35.2% | $8,065-32.3% | $6,689-18.4% |
| Admin fee / account holder | $26 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |