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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 | $109,021 | $102,595+6.3% | $94,057+15.9% | $154,746-29.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 13.78% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,035 | $3,147-67.1% | $2,933-64.7% | $4,379-76.4% |
| Participant deferral / active EE | $4,475 | $5,118-12.6% | $4,709-5.0% | $6,730-33.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |