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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 | $153,800 | $160,040-3.9% | $147,096+4.6% | $145,877+5.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.10% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,119 | $5,289-59.9% | $4,936-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $3,603 | $8,429-57.3% | $8,071-55.4% | $6,691-46.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |