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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 | $180,828 | $135,645+33.3% | $110,243+64.0% | $135,380+33.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 1.34% | 513.24%-511.9pp | 314.76%-313.4pp | 519.81%-518.5pp |
| Employer contribution / active EE | $2,581 | $4,907-47.4% | $3,827-32.6% | $4,779-46.0% |
| Participant deferral / active EE | $12,300 | $5,507+123.3% | $4,672+163.3% | $5,609+119.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |