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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 | $156,867 | $176,120-10.9% | $159,487-1.6% | $167,553-6.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.10% | 331.95%-319.8pp | 263.71%-251.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,515 | $5,299-71.4% | $4,831-68.6% | $4,840-68.7% |
| Participant deferral / active EE | $4,906 | $7,752-36.7% | $7,354-33.3% | $6,343-22.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |